Event Detail

Larry Stein's 2022 Guide to New Taxsmart Strategies to Build and Preserve Family Wealth

Description:

On-line registration is closed for this course. To register, please email riscpamembers@riscpa.org

Come join Larry Stein as he discusses ways to build and preserve family wealth in a tax-efficient manner. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.

Highlights:

Part One - Tax Planning (200 Minutes)

  • Tax Planning and Compliance for Wealthy High-Income Individuals.
  • Trust Planning.
  • Estate Planning.
  • Retirement Planning.
  • Education Planning Resources.
  • IRAs - Roth Vs. Traditional; 401(K) Insights. Part Two - Business Planning (200 Minutes)
  • Employee Benefits.
  • Resources.
  • Eldercare.
  • Business Entities.
  • "S" Corporations; LLCs; LLPs; and More.
  • Succession Planning.
  • Family Offices and Family Meetings.

Objectives:

Upon the successful completion of this CPE Event, the participants will be able to explain selected tax, estate, and financial planning ideas.

Prerequisites:

Basic knowledge of federal taxation

Designed For:

CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation.

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