San Francisco, California
London, United Kingdom
All participants receive a PD atttestation for 8 hours for their CPA, CA, CGA or CMA license.
This course is for those in industry and public practice who want to gain an understanding of business planning and tax issues for private companies and family businesses.
Critical Issues in Succession Planning; A Dive into the Types of Rollover Strategies; A Case on each of the Types of Rollover Strategies;
2014 Federal Budget Changes to Estates & Trusts; Risk Factors for Tax Audits and Reviews; Preparing for Tax Audits and Reviews; Best Practices for Planning Family Business Management Over the Long Term; Building Significant Wealth and the Capital Gains Deduction; Savvy Income Re-Investment Strategies;Cost-effective Marketing Tools for the Private Company; Top 10 Mistakes Made to Shorten the Life of a Family Business.
This seminar is ideal for comptrollers, financial analysts, accounting managers, chief accountants, senior accountants, CFOs, auditors, VP Finance and public practitioners.
Leah Donti, Managing Director of Advantage Montreal Seminars Inc., will deliver the course. She has a 24 year track record in PD, public seminars, and conference speaking. She received in 2010, 2011, 2012, 2013, 2014 & 2015 the Outstanding AICPA Discussion Leader Award.
To learn more about the seminar, please visit:
Ms. Donti also conducts CPE training for AICPA (American Institute of CPAs) for CPAs across the United States.
When & Where
Advantage Montreal Seminars Inc.
Advantage Montreal Seminars Inc. provides in-house training as well as public seminars across North America since 1991.