This seminar is for attorneys, accountants, financial and estate planners, enrolled agents and trust officers.
Presented by experienced professionals, this highly-informative, one-day tax-planning seminar will provide participants with the knowledge and skills to confidently advise high-income individuals in tax and financial matters. Participants will leave with a greater understanding of the appropriate planning techniques, which minimize the tax liability of high-income individuals (individuals with taxable income higher than $80,000), as well as their related closely held businesses.
This seminar will include discussion on:
Low Risk High Yield Strategies
Executive Compensation And Income Deferral Planning
Business Succession Planning
Strategic Charitable Giving
Estate Planning And The Trustee
Long-Term Care: Addressing Post-Retirement Issues With
8:30 a.m. - 8:45 a.m.
I. Program Overview
8:45 a.m. - 9:45 a.m.
II. Low Risk High Yield Tax Strategies (Cost Segregation)
9:45 a.m. - 10:50 a.m.
III. Executive Compensation And Income Deferral Planning
10:50 a.m. - 11:00 a.m.
11:00 a.m. - 12:00 p.m.
IV. Business Succession Planning
12:00 p.m. - 1:00 p.m.
Lunch (On Your Own)
1:00 p.m. - 2:00 p.m.
V. Strategic Charitable Giving
2:00 p.m. - 3:00 p.m.
VI. Estate Planning And The Trustee
3:00 p.m. - 3:10 p.m.
3:10 p.m. - 4:30 p.m.
VII. Long-Term Care: Addressing Post-Retirement Issues With