Error loading player: No playable sources found

The 10 Best Tax Planning Ideas for 2014: Panel Discussion

Date
November 18, 2014
$49
Standard Price

A high-powered review, with two national tax experts on tax strategies, on what to incorporate for immediate savings before year-end for your sophisticated clients. This session will include a discussion of the availability of expiring tax provisions.

- Discuss tax credits, available deductions and tax-favored savings plans that can be immediately included in planning for your individual tax clients.
- Review year-end tax-saving strategies for your closely-held business clients including timing techniques and significant tax incentives.

Speakers

Speaker Image for Patricia Annino
Partner, Prince Lobel Tye LLP
Speaker Image for Robert Barnett
Partner, Capell Barnett Matalon & Schoenfeld LLP
Speaker Image for Martin Finn
Partner, Rowlands, LeBrou & Griesmer, PLLC

Related Products

Thumbnail for ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar
ENGAGE Live Studio: Speaker Q&A: Prioritizing Mental Wellness for Financial Professionals with Andrea Millar
Join us for a vital Q&A session with Andrea Millar as she expands on her transformative ENGAGE 24 session, "Navigating the Balance: Prioritizing Mental Wellness for Financial Professionals…
Thumbnail for Estate Planning for the 99%: Tax and Financial Planning Strategies When Estate Taxes Don't Matter
Estate Planning for the 99%: Tax and Financial Planning Strategies When Estate Taxes Don't Matter
An exploration of the many issues clients face in estate planning when estate taxes don’t really come into play because of the high estate tax exemption amounts…
Thumbnail for Taxation Trailblazers: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2024 and Beyond (TAX, EST, PFP)
Taxation Trailblazers: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2024 and Beyond (TAX, EST, PFP)
An esteemed panel of Tax Strategies, Advanced Personal Financial Planning, and Advanced Estate Planning conference committee members will provide attendees with the most current planning strategies to discuss — and immediately implement — with clients…
Thumbnail for ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen
ENGAGE Live Studio: Speaker Q&A: Driving Innovation: Don't Be Scared with Roman Villard and Zunie Nguyen
Join us for an inspiring and interactive Q&A session with innovation leaders Roman Villard and Zunie Nguyen. This segment continues the conversation from their thought-provoking panel session, "Driving Innovation: Don't Be Scared…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.