Year-End Tax Planning Ideas for Individual and Small Business Clients
A live CCH audio seminar with Sidney Kess and Barbara Weltman
A live 100-minute audio conference presented by CCH
Thursday, October 26, 2006 - 2 p.m. Eastern 1 p.m. Central
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Learn New Tax-Savings Ideas for 2006; Refresh Your Staff on Traditional Year-End Strategies
This live 100-minute audio seminar from CCH provides practical guidance to tax practitioners seeking to help clients with effective year-end tax planning strategies. Seasoned tax experts Sidney Kess and Barbara Weltman will walk participants through an array of tax savings opportunities born out of the many tax code changes from recent years-including planning strategies in light of this year's TIPRA and Pension Protection Act legislation.
Some of the hot topics that will be covered include:
- Year-end planning strategies as a result of the increase in the kiddie tax age
- Increase in the AMT exemption amounts for 2006
- Impact of the Pension Protection Act on qualified tuition programs - exclusion made permanent
- Roth 401(k) option
- Opportunity for those aged 70-1/2 to make tax-free withdrawals from IRAs to benefit charities
- New mileage rates for business, medical and moving purposes
- New Medicaid rules
- New credits for home energy improvements and hybrid car purchases
- Refund of tax on long distance phone service, and more!
Ideas for both individuals and small business clients will be covered in this seminar and participants will have the opportunity to ask questions live over the phone or via e-mail during the seminar.
Practice Development Tip! Invite clients and prospects to your office to listen in and participate on this tax-savings seminar. They'll appreciate your letting them hear how new tax changes may affect them and ideas on how to maximize their tax savings!
Presentation Objectives.
Mr. Kess' and Ms. Weltman's objectives for this audio seminar include helping you:
- Create effective year-end tax planning strategies for individual clients
- Understand how recent tax law changes affect small businesses
- Find winning tax-saving strategies for both individuals and small businesses
- Be up-to-date on provisions of recent tax legislation that can be applied to your clients
- Get the answers to YOUR questions live
About the Speakers:
SIDNEY KESS, CPA, J.D., LL.M.
- Nationally recognized tax authority
- One of the top national leaders and authors in tax planning and education for more than 40 years. Long association with the AICPA's "Individual Income Tax Returns Workshop," "Corporate Tax Returns Workshop," and other programs
- Presented update, training and education programs to tens of thousands of tax planners and preparers across the country.
- In conjunction with CCH, he is the author/developer of several classic texts and subscription services
- Preparation and Planning Guides for Forms 1040, 1041, 1120, 1120S, 1065 and 706/709
- Financial and Estate Planning Guide
- Financial and Estate Planning Reporter
- Business Strategies Guide
- Numerous other products including dozens of books and CPE programs.
BARBARA WELTMAN, J.D.
- Written extensively on a wide variety of tax and financial planning matters for both professionals and the general public.
- Frequent collaborator with Sid Kess and also one of the top tax authors for consumers, business owners and entrepreneurs.
- Co-author with Sid Kess of CCH's :
- Preparation and Planning Guides for Forms 1040, 1041, 1120, 1120S, 1065 and 706/709
- "Individuals and Small Business Tax Planning Guide"
- Retirement Planning Guide
- Dozens of CCH CPE courses and publications.
- Author of several books for J.K. Lasser, including "1,001 Deductions and Tax Breaks" and "Financial Planning for CPAs."
How the Audio Seminar Works
CCH's live audio conferences require nothing more than a telephone connection. For the $249 per site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on these hot new topics.
Earn CPE Credit
Special Bonus.
Along with detailed handout materials, each site registering will receive the following special bonuses:
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
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Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
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