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HOW TO HANDLE THEFT LOSSES ON PARTNERSHIP, S CORPORATION AND TRUST RETURNS DUE SEPTEMBER 15 AND INDIVIDUAL RETURNS DUE OCTOBER 15
A Live Two-Hour Audio Seminar from CCH
Tuesday, August 18, 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!
Learn How to Report Investment Theft Losses on Passthrough Returns Due September 15 and Individual Returns Due October 15
The tax issues for victims of the Madoff and other Ponzi-type schemes are immense and extremely complicated. With the filing deadline of September 15 approaching, this is a must-attend CCH Audio Seminar so that you will be prepared to advise your clients on the steps to take to reflect actual theft losses on their tax returns.
Join Robert Keebler, CPA, MST, DEP, and Michael Gershon, CPA, MST, for this two-hour audio program on Tuesday, August 18, as they discuss practical issues and the ‘how to’ of reflecting the actual investment losses on the returns of passthrough entities and individuals. Time will be provided for you to ask questions directly to Mr. Keebler and Mr. Gershon via phone or e-mail during the program.
Program Topics
Topics to be addressed include:
- Understanding the options available (i.e. safe harbor vs. amended tax returns)
- Time line
- Required substantiation
- Calculating the loss
- How to report the loss
Learning Objectives
- Develop a solid base of knowledge related to the investment theft loss rules
- Recognize the potential issues facing passthrough entities and individuals
- Understand the reporting and substantiation requirements
SPECIAL BONUS
Register today for this insightful program on Tuesday, August 18 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
About the Speakers:
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Robert S. Keebler, CPA, M.S.T., DEP
Robert S. Keebler, is a partner with Baker Tilly Virchow Krause, LLP and chair of the firm’s Estate and Financial Planning Group. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Bob frequently represents clients before the National Office of the Internal Revenue Service in the private letter ruling process and in estate, gift and income tax examinations and appeals.
Bob is a nationally recognized expert in estate and retirement planning and he works collaboratively with other experts on academic reviews and papers and client matters. He is often quoted in national publications and is frequent speaker for legal, accounting and financial planning groups throughout the United States and he is the author of more than 75 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. Bob is also a featured columnist in CCH’s TAXES: The Tax Magazine and a member of CCH’s Financial and Estate Planning Advisory Board. |
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Michael Gershon, CPA, MST
Michael Gershon, is the tax director for Konigsberg Wolf & Co., P.C. For almost 15 years, he has been actively involved in providing tax compliance, planning and advisory services to both domestic and foreign corporations, partnerships and individuals.
During his tenure with the firm, Mr. Gershon has focused his efforts in the areas of corporate and individual tax planning, mergers and acquisitions and wealth transfer planning. His client roster includes privately held companies and high net worth individuals operating in the real estate, manufacturing, distribution, textile and apparel, and service industries. He specializes in providing tax planning to entrepreneurs and their companies whose business revenue base is between $5 million and $100 million dollars.
Mr. Gershon is a Certified Public Accountant. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Mr. Gershon received his B.S. degree in computer science from Northwestern University, an M.S. in taxation, and an M.B.A. in public accounting from Fordham University. |
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!
Sign Up for Email Notifications
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: Familiarity with federal passthrough and individual tax returns
- 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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