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Who should attend Tax Planning Opportunities Under The Tax Act Of 2003
This seminar is designed for accountants, controllers, tax managers and officers, estate planners, accounts payable professionals, CFOs, trust officers, financial planners, enrolled agents and attorneys.
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Tax Planning Opportunities Under The Tax Act Of 2003  

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This seminar is designed for accountants, controllers, tax managers and officers, estate planners, accounts payable professionals, CFOs, trust officers, financial planners, enrolled agents and attorneys.

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Seminar Summary:

Take advantage of President Bush’s new tax benefits by attending this informative day-long seminar! (see full course description)

 
 

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Training Course Syllabus:


This seminar is designed for accountants, controllers, tax managers and officers, estate planners, accounts payable professionals, CFOs, trust officers, financial planners, enrolled agents and attorneys.

Take advantage of President Bush’s new tax benefits by attending this informative day-long seminar! Accountants, controllers, tax managers and officers, estate planners, accounts payable professionals, CFOs, trust officers, financial planners, enrolled agents and attorneys will all benefit from the expertise and knowledge of our guest speaker.

Topics that will be discussed include:

• Income Subject To Tax And Changes In Deductions

• Investment Decisions

• Retirement Planning, Early Retirement And Post-Retirement Strategies

• Minimizing Estate Taxes

• Income Shifting And Family Strategies

• Estimated Tax

• Small Business Planning

• Tax Strategies For The Self-Employed

8:30 a.m. - 9:10 a.m.

I. Income Subject To Tax

9:10 a.m. - 9:50 a.m.

II. Changes In Deductions

9:50 a.m. - 10:00 a.m.

Break

10:00 a.m. - 10:40 a.m.

III. Investment Decisions

10:40 a.m. - 11:20 a.m.

IV. Retirement Planning

11:20 a.m. - 12:00 p.m.

V. Early Retirement And Post-Retirement Strategies

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. - 1:40 p.m.

VI. Minimizing Estate Taxes

1:40 p.m. - 2:20 p.m.

VII. Income Shifting And Family Strategies

2:20 p.m. - 2:30 p.m.

Break

2:30 p.m. - 3:10 p.m.

VIII. Estimated Tax

3:10 p.m. - 3:50 p.m.

IX. Small Business Planning

3:50 p.m. - 4:30 p.m.

X. Tax Strategies For The Self-Employed

Seminar Summary:

Take advantage of President Bush’s new tax benefits by attending this informative day-long seminar! (see full course description)

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