This meeting will explore tax efficient strategies for business owners including tax extenders, maximizing retirement assets and the SECURE Act.
BENEFITS
Earn 4 CPE credits in Taxation.
HIGHLIGHTS
Tax Efficient Strategies for Business Owners
Carolyn Lloyd-Cohen, CLU, ChFC, AIF and Joseph Sarnecki - U.S. Financial Services, LLC
Kelton Collopy, QKA - Preferred Pensions, LLC,
The speakers will discuss:
- Knowing & minding your Fiduciary P’s and Q’s
- Strategies to maximize retirement assets for Business Owners
- Diversifying retirement income assets from a tax perspective
- How the SECURE Act affects your client’s retirement plans and planning
- Federal tax extenders and federal tax updates
Tax Extenders and Obamacare Provisions
George Williams, CPA, J.D., LL.M. - Ross, Rosenthal & Company, LLP
On December 20, 2019 President Trump signed into law two appropriations bills that extended government funding while also dealing with several of the Tax Extenders provisions and repealing some Obamacare taxes. The bill reinstates many of the previously expired tax incentives. Consequently, the changes are effective for the 2019 tax year through the 2020 tax year. In addition, 2018 returns may be amended to take advantages of these changes. Hear about the specific changes that will affect you and your clients.
SPONSORED BY
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$25 late fee applied after 2/4. This is NOT a season pass event.
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