Wednesday, August 23 & Thursday, August 24
Select the 2-Day Registration Package
This two-day seminar is devoted to an examination of various federal tax planning strategies. Topics covered will include:
Gift and Estate Taxation
Choice of Business Entity
Corporate and Business Taxation
A brief review of the tax basics for each topic will be covered firs followed by a discussion of common and not-so-common planning strategies. These discussions will be supplemented with case studies and planning spreadsheets.One of the major objectives of the two-day course is to expose participants to as many tips and planning strategies as possible related to the major topics. In that regard, the presentation will focus less on details that can lead to being lost in the weeds; rather, the focus is on recognition of possible planning opportunities that may be of benefit to clients.
The complete schedule for both days is below.
IRS CE: 14 Hours/Federal Tax Law
NASBA CE: 14 Hours/Tax