Rescheduled Webinar: What Clients Can Do Now to Lock in Current and Future Tax Savings

Jul 30, 2020 02:00pm -
Jul 30, 2020 04:00pm
(GMT-5)

Event Description

 

AAA-CPA Webinar

How Clients May Lock in Future Tax Savings Now Before Taxes Increase after the Election  

 

Tuesday, July 21, 2020 

2:00pm - 4:00pm Eastern

 

Presented by: Leonard Weiner, JD, CPA, MBA, AEP

Program Description

This program will discuss why taxes will increase sooner and higher than most clients perceive now. The substantial differences between the tax proposals of the two parties and what can be done now to protect clients. Which income and estate tax planning strategies will likely survive regardless of who wins the election.

 

Learning Objectives

  • To discuss tax risks after the election.
  • What planning now can help clients mitigate or eliminate their risk of higher taxes after the election.
  • Why  I think too many clients are lulled into a false sense of security.

 

Date & Time

Webinar: Tuesday, July 21, 2020                                                                

2:00 p.m. - 4:00 pm Eastern (11:00 am Pacific)

Education

NASBA approved for 2.0 CPE credit; 2.0 (M)CLE credit*

Please note CPE credit cannot be provided if you participate only via telephone

 

Cost

Education Credit*: AAA-CPA Members $20.00; Non-Members $35.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $30.00 

 

Leonard Weiner, J.D., C.P.A., M.B.A, AEP® is certified in Tax Law and in Estate Planning and Probate Law by the Texas Board of Legal Specialization, a certified Elder Law Attorney by the National Elder Law Foundation, and he is an Accredited Estate Planner by the National Association of Estate Planners and Councils.

Collaborating with his clients' other advisors, Leonard helps clients by creating trusts, entities, and strategies designed to help medium to high net worth clients in the many states where he is licensed to practice law.

Leonard has been recognized as one of "Texas' Top Rated Lawyers in Estate Planning" by Law.com, as an outstanding Estate Planner by the Texas Monthly, and named as a Texas Super Lawyer for Tax. He is a frequent speaker regarding techniques for saving income, estate, gift and generation skipping taxes.

In his spare time, Leonard is a Member of the Board of Directors for The Lewis and Joan Lowenstein Foundation, a Texas nonprofit charitable Foundation.

 

Click here to read Mr. Weiner's full biography. 

 

Please contact info@attorney-cpa.com with any questions. 

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.  

 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) 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.nasba.org.  

 

*(M)CLE varies by state. Though we are accredited for (M)CLE in PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.

 
 
 

 

Event Type:Study Group
Early registration ends on Sep 14, 2019.
Regular registration starts on Sep 15, 2019 and ends on Jul 30, 2020.
Late registration starts on Jul 31, 2020.
(GMT-05:00) Eastern Time (US & Canada)