Year-end 2009 Tax Planning and Legislative Update

 

Complimentary Webinar

View this free, one-hour web seminar replay. 

Tax laws are forever changing.  Be informed. Be prepared.

View this webinar replay as our Private Client Tax professionals 
highlight the current tax climate, review recent rulings and discuss
the impact on both the individual and the family’s year-end tax
planning. 

Included in the webinar will be an update of proposed income and
estate tax legislation and recent IRS and State and Local rulings
and positions.

Our experts will also discuss tax strategies for year-end planning
and beyond.

Learn about:

  • Transitions expected in the federal estate tax
  • Status of Carried Interest reform
  • IRS attitudes towards Conservation Easements
  • Recent Residency rulings unusually favorable to the taxpayer
  • Various personal income tax planning opportunities for
    consideration at year end.

Who should attend?


 




Featured Speakers:

 

mark_rubin

Mark Rubin
Senior Managing Director

Mr. Rubin is a CPA and recognized leader in the field of advising multigenerational families regarding tax planning and their long-term wealth preservation. 

Joe Falanga
Joseph Falanga
Senior Managing Director

Mr. Falanga is a CPA and has over 25 years of experience as an industry leader in estate planning, the administration of estates and trusts and individual taxation matters.


Event Details:

Date: December 8, 2009
Duration:  60 minutes