Tax Planning

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In light of the economic meltdown, it’s essential for preparers to approach tax planning for the next calendar year proactively. The Knowledge Group has assembled a panel of key thought leaders and experts to help you advise your clients on how to make the best of their positions in these post recessionary times. Join this Knowledge Group webcast and you will gain valuable insight on topics such as:

- Investors and Business Owners’ Tax Basis in Flow Through Entities
- Retirement Plans – What’s New
- Update on Electronic Filing Requirements Including Tax Payments
- Significant Developments: Federal Tax Legislation, Regulations, Case Law
- International Tax Developments For the Globally Mobile

Our panel of key thought leaders and experts will conduct an insightful and informative discussion on these and related issues. Year-end planning in ‘09 and beyond is certainly going to be different than in ‘08. This event will give you a solid foundation which can translate into real value for your client. Sign up by clicking “Register” below - advanced registration is recommended as space is limited.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.
Advance Preparation: Print and review course materials
Course Code: 093938
Recording Fee: $299 (Please click here for details)
NASBA Sponsor Number: 109004

 

Featured Speakers for 2010 Tax Planning and Forecasting live webcast:


Proposed Agenda (click here to view more)
SEGMENT 1:


Rosemarie C. Steeb, Executive Director, Personal Financial Services,
Ernst & Young LLP

- Update on Electronic Filing Requirements Including Tax Payments
- Current Developments: Federal Tax
    - Individual income tax
    - Extender provisions
    - Estate and gift tax
    - Offshore investments
    - Expatriate taxation

SEGMENT 2:


Timothy P. Speiss, MST CPA PFS IAR, Partner and Chairman, Personal Wealth Advisors,
Eisner LLP

- Investors and Business Owners’ Tax Basis in Flow Through Entities
- Retirement Plans – What’s New
- International Tax Developments For the Globally Mobile

SEGMENT 3:


Kenneth Weissenberg, Partner,
Eisner LLP

** Speaker Talking Points to be added soon.. **

SEGMENT 4:


Dan Yu, Director,
Eisner LLP

** Speaker Talking Points to be added soon.. **

SEGMENT 5:


Brent Lipschultz, Partner ,
Eisner LLP

** Speaker Talking Points to be added soon.. **



Ernst & Young LLP
Rosemarie C. Steeb
Executive Director, Personal Financial Services
speaker bio »»

Eisner LLP
Timothy P. Speiss, MST CPA PFS IAR
Partner and Chairman, Personal Wealth Advisors
speaker bio »»

Eisner LLP
Kenneth Weissenberg
Partner
speaker bio »»

Eisner LLP
Dan Yu
Director
speaker bio »»

Eisner LLP
Brent Lipschultz
Partner
speaker bio »»

Who Should Attend?

- Tax Preparers
- CPAs
- Accountants
- Enrolled Agents
- Tax Lawyers
- Estates and Trusts practicing Attorneys
- Tax Consultants

Why Attend?

This is a must attend event to fully understand the important updates on individual income tax issues.
- Detailed guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A

Registration Information:                                                                                                                                    


 

 

 

 


2010 Tax Planning and Forecasting: Individual Income Tax Issues
Speaker Firms:



Eisner LLP





 

The Knowledge Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org


 

We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at: info@knowledgecongress.org

Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.

Attention New York Attorneys:

This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less.

To Claim Your CLE Credits:

The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board.

To learn more about New York’s Approved Jurisdiction policy. Please visit: http://www.nycourts.gov/attorneys/cle/approvedjurisdictions.shtml



 
Enrolled Agents Sponsor ID Number: 760

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.