United States: Year-End Tax Planning Webcast
Last Updated: October 13 2014

Start Time: Nov 13, 2014 3:00 PM ET

End Time: Nov 13, 2014 4:30 PM ET

Location Details: Online

Event Type: Webcast

Recommended CPE Credits: 1.5

Audience: Business owners and high net worth taxpayers

Contact: Julia Dolinsky

Email: Julia.Dolinsky@us.gt.com

Register for webcast

Program Content:
As the end of 2014 approaches, year-end tax planning is an immediate concern for business owners and high-net-worth individuals. Actions must be thoughtfully considered with respect to retirement and philanthropic planning, transfers to heirs, and tax elections relating to the net investment income tax.
Join Grant Thornton's year-end tax planning webcast, focused on planning for individuals and families, for strategies to improve cash flow and enhance family wealth through the tax planning process.

Learning Objectives:

  • Describe income tax law changes affecting individuals and families
  • Explain the application of the new 3.8% Medicare tax on net investment income
  • Identify planning strategies for 2014 and future years
  • Illustrate the need for multiyear planning
  • List common strategies that can be used to accomplish both charitable and estate-planning objectives

Featured presenters:

  • David Walser, managing director, Washington National Tax Office,  Phoenix, Ariz.
  • Michael S. Jackson, partner, Private Wealth Services, Philadelphia, Pa.

Recommended Field of Study: Taxes
Program Level: Overview
Prerequisite: None
Delivery Method: Group--internet

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