Workshops for Professionals Including Estate Planning or Probate Resources
The workshops are part of a series of lectures to help professionals build stronger asset protection and estate planning resources. The following topics have all been approved for CPE credit by the TSBPA. A member of the firm is available to present these topics (and others) in the privacy of your offices or to your local association. Call Erin Thrash for more information or to schedule your workshop.
Topics include the following:
- Estate planning
- Low Interest Rate Planning Opportunities
- 10 Best Ideas to Reduce Client Taxes
- Deferred Compensation
- Additional Business During Tax Season
- Qualified Appraisal Requirements
- Gift Tax Returns
- Asset Protection Planning
- Planning Forthe New Expatriation Rules
- Planning Opportunities with Cost Segregation
- Survey of Tax-Favored Investments
- Hot Tax Ethics and Practice and Procedure Issues
- Year-End Planning Opportunities