Year End Tax Planning for Investors and Owner Managers

This year, the year end tax planning opportunities to build and preserve wealth are most important for investors and business owners swooning under the speed of change.  Join Evelyn Jacks, Alan Rowell and Dr. Dean Smith for a vibrant and comprehensive year end tax planning update at the Virtual CE Summit, November 16.  Here’s what’s on the agenda; register by October 14 for early bird savings. Tuition is tax deductible and qualifies for CE Credits.

The Virtual CE Summit on November 16:  8:30 am to 3:00 pm CT  

Topic:  Year End Tax Planning for Investors and Owner Managers

Expert Instruction Especially for tax and financial advisors and bookkeeping professionals.

  • Personal Tax Update And Year End Investment Strategies 
  • New Realities:  Owner Manager Compensation Planning
  • Planning With Incorporated Professionals
  • Planning The Small Business Owner Retirement
  • Planning For Death Of A Business Owner
  • Round Table:   Preparing Your Business For Exit