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CLE/CPE/CE Box Lunch Series - 2013 Tax Update:

Wednesday, April 24, 2013 from 11:45 AM to 1:30 PM (CDT)

CLE/CPE/CE  Box Lunch Series - 2013 Tax Update:

Registration Information

Type End Quantity
2013 Tax Update: American Taxpayer Relief Act of 2012...and beyond Ended Free  

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Event Details

CLE/CPE/CE

Box Lunch Series

Hosted by:

 Compass Capital Management

 

          Institute Title:            2013 Tax Update: American Taxpayer Relief Act of 2012…and beyond

            Speaker:                     Cynthia Traina Donnes
            Sponsor

            Date:                           Wednesday, April 24, 2013

            Schedule:                    Lunch: 11:45 –12:15 PM (Central)

                                                Session 12:15 – 1:15 PM (Central)

                                                Q&A Session: 1:15 – 1:30 PM (Central)

 

            CLE:                          1 hour – Approved for (Tax) specialization credit

                                                *RSVP: Register through Event Brite or call (504) 837-7177  

 

Presented Live: 10th Floor – Conference Room

3445 North Causeway, Suite 1000,

Metairie, LA    70002

 

Program Description

This program will focus on the current tax changes resulting from the fiscal cliff legislation and how it will impact ordinary income, capital gains, estate and gift taxes, retirement and education, as well as the applications of the Healthcare and Medicare surtax so that you may better represent your clients in complying with the new rules, providing income and estate tax strategies and help minimize tax liabilities.

 

Who Should Attend

This tax update course is designed for attorneys as well as accountants, financial advisors, and paralegals.

 

The following information is educational in nature and not meant to be specific tax/legal advice.

Course Content

         Fiscal Cliff Legislation Effects – what we avoided; what is still lingering.

         Income tax changes (PEP & Pease Provisions) with case study

         Capital Gains – Qualified Dividends and Net Investment Income impacts

         Application of Healthcare and 3.8% Medicare Surtax

         Retirement Plan Related Changes

         Tax Sensitive Ideas – Strategy ideas

         Estate, Gift & GST Tax

 

 

*Space is limited to 15 people…lunch is provided*

Must have registration to attend

Tracking #64796

Have questions about CLE/CPE/CE Box Lunch Series - 2013 Tax Update:? Contact the organizer

When & Where

3445 North Causeway Blvd. Suite 1000
10th Floor Conference Room
Metairie, 70002

Wednesday, April 24, 2013 from 11:45 AM to 1:30 PM (CDT)


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