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YEAR-END TAX PLANNING
The Tried and True — The Creative and New
A Live Two-Hour Audio Seminar from CCH
Thursday, November 5, 2009 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Be a Hero to Your Clients with Tax-Savings Ideas to Implement Before Year-End
While tax planning is a year-round process, year-end tax planning presents important tax saving opportunities and demands special attention by trusted tax and financial advisors. This is especially so this year. Is the approaching end of 2009 another year for “business as usual” with respect to year-end tax planning, or is this a special time, given the likelihood (or at least the possibility) of fundamental change in the U.S. tax system in 2010 and the years that follow? Either way, it is imperative that practitioners take an immediate and fresh look at traditional year-end planning for clients and learn about new strategies for clients in light of recent developments.
This convenient and timely two-hour audio seminar on Thursday, November 5, will provide a practical refresher on traditional year-end approaches and offer suggestions on new ideas that have arisen this year — including planning strategies in light of the American Recovery and Reinvestment Act and the potential return to pre-EGTRRA 2001 rates. Presented by noted tax and estate planner, author and educator, Steven G. Siegel, J.D., LL.M., this insightful program will walk you through a checklist of tax savings opportunities that you can bring to your clients to potentially reduce their tax burdens this year and going into 2010. Siegel, an outstanding speaker and presenter, will provide helpful tips and practical suggestions for both individuals and small businesses, so you can advise your clients with confidence given the special urgency to act in light of next year’s uncertainty. Time will be provided to ask questions directly to Mr. Siegel via phone or e-mail during the program.
Program Topics
Topics to be addressed by Steve Siegel include:
- Re-evaluating qualified dividend treatment
- Reviewing long-term capital gains (and losses) strategies
- Revisiting Section 1031 exchanges
- Considering S corporation strategies
- Taking advantage of bunching strategies
- Finding ways to postpone or accelerate income
- Maximizing the charitable contribution deduction
- Taking advantage of extended individuals’ incentives, including the state and local sales tax deduction, higher education tuition deduction, teachers’ classroom expense deduction, tax-free distributions from IRAs for charitable purposes, and energy-related provisions
- Reviewing help for homeowners
- Taking advantage of business incentives including Section 179 expensing, bonus depreciation, and other year-end opportunities
- Planning for AMT
- Considering the timing of retirement plan contributions and withdrawals
- Shifting income to kids
- Reviewing estate planning considerations, and much more!
Learning Objectives
- Understand how some traditional planning techniques take on new importance this year
- Gain practical awareness of how recent tax law changes affect individuals and small businesses
- Identify new year-end tax planning strategies for clients
SPECIAL BONUS
Register today for this insightful program on Thursday, November 5 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
About the Speaker:
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Steven G. Siegel, J.D., LL.M. (Taxation)
Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University. He is the author of several books and is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
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Earn CPE Credit
- Two hours of CPE credit are available for an additional $25 per person wishing to receive a CPE certificate for their participation
- Course Level: Intermediate
- NASBA Field of Study: Taxes
- Prerequisites: None
- Learn More About CCH’s NASBA Registration
Special Bonus
Firms registering for this audio seminar will receive as a bonus the following publication:
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
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Site License: $249 — Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. ($25 CPE fee additional for each person wishing to receive a CPE certificate for their participation.)
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CD Recording: $249 — The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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Site License and CD Recording Package: $349 — This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
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See the CCH Learning Center at cch.learningcenter.com. Choose from more than 250 courses!!
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