Webinar: Individual Year End Tax Planning Tips for 2019 and Beyond

Please join us for this webcast in which we will identify and assess effective individual year-end strategies including interactions with trusts and estates, S corporations and other pass-through entities for optimal tax minimization for 2019 and beyond. We will cover techniques for managing overall income tax liabilities, timing of income and deductions, and the latest regulatory developments under the new tax reform law.

Course Objectives

After completing this course you will be able to:

Discuss current issues regarding federal tax laws impacting individuals
Identify complexities of the tax code as it relates to individuals
Generate tax planning opportunities

Additional Details

CPE: Eligible for 1 CPE credit in Tax

Prerequisites: None

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Internet-based

Dec. 12, 2019 | 3-4 p.m. EST

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Steve Kunkel
Stephen Kunkel is a Managing Director at CBIZ MHM, a national accounting and financial services provider. Steve has more than 37 years of experience in public accounting, specializing in financial and income tax consulting for closely-held businesses with expertise in wholesale distribution, manufacturing, and service industries, estate planning for business owners and high net worth individuals, multi state tax planning and taxpayer advocacy.

Kenneth Tindall
Ken is a senior manager in our Los Angeles, California office and has more than 20 years of experience in public accounting and tax consulting.Ken provides tax and business consulting services to companies in the manufacturing, real estate, entertainment and professional services industries. His main client focus is in the area of closely-held businesses and pass-through entities. Ken has substantial experience with State and Local Taxation issues and Research & Experimentation tax credits. Ken’s expertise emphasizes business and personal income tax minimization and comprehensive planning for owners and their families.

David Adams
David has practiced in public accounting for over 20 years, providing expert testimony, performing analyses, and offering strategic guidance in marital dissolution cases. In addition, he assists management with clarifying and solving complex corporate business matters and offering general business consulting. He combines this with his extensive knowledge and experience in the areas of income tax planning, estate and gift tax planning and financial analysis for several industries including real estate sales, development and management, international taxation, wholesale, retail and service industries.

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit. We may be unable to offer CPE certificates to those who log into the webinar using:

GoToWebinar Instant Join
iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar)

If you would like the opportunity to earn a CPE certificate, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor Logo CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

**CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, and works closely with CBIZ, a business consulting, tax and financial services provider. CBIZ and CBIZ CPAs are members of Kreston International Limited, a global network of independent accounting firms.

About Us

CBIZ CPAs P.C. is an independent CPA firm dedicated to delivering high-quality attest services that position our clients to make informed business decisions. We use our global resources and 70-plus years of experience serving growth-oriented companies across the industry spectrum, not-for-profit organizations, and others to bring our clients best practices and sound guidance.

CBIZ CPAs P.C. works closely with CBIZ, a business consulting, tax and financial services provider. Together, CBIZ and CBIZ CPAs P.C. are members of Kreston Global, an international network of independent accounting firms. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann P.C.

A member of Kreston Global |
A worldwide network of accounting firms

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About Us

A member of Kreston Global |
A worldwide network of accounting firms

Careers | Terms of Use | Cookie Settings Privacy Policy