The CPAs Role in Planning for Roth IRA Conversions in 2009
In this webcast, Robert Keebler discusses Roth IRA conversion rules, critical reasons to convert to a Roth IRA, and associated tax and asset class conversion strategies
Published on January 28, 2011
AMT Strategies to Escape Its Reach
The latest developments and tax planning strategies to minimize AMT are presented in this session, including AMT tax planning strategies; current case, rulings and legislation; and a focus on planning for investment expenses, income and property taxes, legal expenses, capitalization and miscellaneous itemized deductions.
Published on May 28, 2010
Surviving in Times of Uncertainty Guiding Clients into the Next Year
The web seminar focuses on planning in today’s uncertain rate environment.
Published on October 25, 2012
The Top 10 Things to Discuss with Your Individual Clients in 2011
More this year than in the past, the beginning of a new calendar year means significant changes in the tax rules. Before CPAs meet with their individual clients or get into the full swing of busy season, it is critical they understand how these ten issues will affect their clients'
Published on February 11, 2011
Stay up to date on legislative and regulatory issues relating to the custody rule.
Published on March 15, 2013
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