2013 Annual Individual Tax & Estate Planning Update [AIETPU Jun]

Full Description

2013 ANNUAL BUSINESS TAX AND INDIVIDUAL TAX AND ESTATE PLANNING UPDATE

Date: December 12, 2013

Facility: TBD
Juneau, Alaska

Morning Session:
This course will focus on recent tax developments affecting all businesses, including C corporations, S corporations, and limited liability companies. The developments may include highlights of recent tax legislation, new tax regulations, recent court cases, and IRS rulings. The focus of this course will be on the planning opportunities created by the recent developments.

Learning objectives:
Highlight recent tax changes affecting business entities
Explain the tax planning opportunities created by the changes
Point out the pitfalls to avoid
Describe the practical effects of some of the changes
Summarize the lessons to be learned from recent court cases and IRS rulings
Note potential future legislative and regulatory changes

Afternoon Session
This course will highlight recent tax developments affecting all individuals and their estate planning. The developments may include highlights of recent tax legislation, new tax regulations, recent court cases, and IRS rulings. The focus of this course will be on the planning opportunities created by the recent developments.

Learning objectives:
Highlight recent tax changes affecting individuals
Explain the tax planning opportunities created by the changes
Point out the pitfalls to avoid
Describe the practical effects of some of the changes
Summarize the lessons to be learned from recent court cases and IRS rulings
Note potential future legislative and regulatory changes


CPE Credit: 8 hours

Level of Knowledge: Update

Prerequisites: None

Acronym: BIZU IDTUJun

Discussion Leader: Stephen Renberg