Year-End Tax Planning: Strategies for Individuals and Businesses | Webinar

Many of the most valuable tax planning tactics must be evaluated before December 31. Proactive planning now can help uncover opportunities before the year closes.

Join Weaver’s tax professionals for a two-part webinar series designed to help individuals and businesses navigate today’s tax landscape and identify actions to consider before the close of the year.

Session 1: Individuals | Wednesday, November 4 | 10:00 AM CT
Explore high-net-worth tax strategies, estimated tax payments, investment and wealth planning, and estate and wealth transfer considerations to evaluate before year-end.

Session 2: Businesses | Wednesday, November 4 | 2:00 PM CT
Review key federal tax developments, estimated tax payment considerations and business investment and tax planning opportunities to help position your organization for the year ahead.

Register now

Learning Objectives:

• Identify key high-net-worth tax planning strategies to consider before year-end
• Evaluate investment, estimated payment, and estate and wealth transfer considerations
• Understand key federal tax updates and estimated payment considerations
• Identify business investment and tax planning opportunities before year-end

Ready to join us? Click the webinar graphic below to register.

Speakers:

• Sean Muller, Partner-in-Charge, Specialty Tax Services, National Market Leader, Private Equity
• Stephen Carter, Partner-in-Charge, Family Office Services and Weaver Capital Advisors
• Jeff Hughes, Partner, Tax – Private Client Services
• Rich Steen, Partner, Tax – Provisions
• Kurtis Dixon, Partner, Tax – Manufacturing, Distribution and Retail

Recommended CPE Credit: 2 hour • Instructional Delivery Method: Group Internet Based • Program Level: Basic • Prerequisites: None • Advanced Preparation: None • Recommended Field of Study: Accounting • Free to Attend

Cancellation policy: In the rare event that a CPE event needs to be canceled, Weaver will email all invitees and registrants promptly communicating the cancelation as well as pull down any calendar appointments already sent for the event. In all cases where possible, Weaver will reschedule the training and provide the audience with information on the new date(s).

Weaver 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 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.nasbaregistry.org. Click here to read our CPE policies and procedures.

Compliant Resolution Policy: Questions or concerns about these policies? Please contact John Rio at [email protected].