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. Topics covered: Cash management for small and medium businesses; Planning for Crisis Situations: Illness, Family Strife and Breakups; Planning for the Founder's Tax Efficient Retreat; Best practices for planning family business management over the longer term;
Determining which expenditures are fully deductible and which are restricted; Simple rules for writing off asset purchases; Claiming expenses under new auto and home office rules; Hiring family members and splitting income to keep more of your money; Building significant wealth and the capital gains deduction and savvy income re-investment strategies; Planning for a secure lifestyle now and in retirement; Succession planning and personal financial planning.
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 23 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.