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Tax Planning and Compliance for the High Net-Worth Individual (3-143)

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REGISTRATION STATUS: OPEN

Description:

Examine the many possible pitfalls and useful strategies that are a reality to your high net worth clients. Address many topics that are or will be important to these important clients, such as real estate, children, family, estate planning, retirement and more.

Highlights:
  • Real estate owned: residences and investment property
  • Closely held business problems regarding related party issues: family ownership, compensation and fringe benefit planning
  • Family matters including the Kiddie Tax, planning for education of children and divorce potential
  • Effective use of retirement vehicles: eligibility, funding, vesting and distribution rules
  • Multi-year tax planning and potential cash flow needs
  • Capital gains and losses
  • Basic estate planning techniques

Designed for:

All CPAs in public practice who provide tax services

Prerequisite:
None

Advanced preparation:
None

Date:Friday, December 10, 2010
Time:8:30am - 4:30pm (Registration at 8:00am )
Facility:The Williamsburg Lodge, Williamsburg
CPE Credit:8.00 Taxation
Instructor: Arthur Auerbach, CPA
Vendor:Virginia Society of CPAs
Course Level:Intermediate
Fee:$375 VSCPA members, $475 nonmembers
Early Bird:$325 VSCPA members, $425 nonmembers through 11/10/2010
Seminar Volume Discount:($25)

Note:
Delivery Method - Group Live

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