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 Conference
Recommended CLE/CPE Hours: 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
Rosemarie C. Steeb
Executive Director, Personal Financial Services
Kenneth Weissenberg
Partner
Brent Lipschultz
Partner
Timothy P. Speiss, MST CPA PFS IAR
Partner and Chairman, Personal Wealth Advisors
Dan Yu
Director
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
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
Kenneth Weissenberg, Partner, Eisner LLP
** Speaker Agenda to be added soon.. **
Dan Yu, Director, Eisner LLP
** Speaker Agenda to be added soon.. **
, Partner, Eisner LLP
** Speaker Agenda to be added soon.. **
- Tax Preparers
- CPAs
- Accountants
- Enrolled Agents
- Tax Lawyers
- Estates and Trusts practicing Attorneys
- Tax Consultants
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