NEW! 4-Hour Program
WHY ATTEND THIS COURSE?
Closely held business clients look to their CPA to provide timely tax planning advice. Qualified plans offer one of the most significant tax deferral opportunities, especially when designed specifically to fit a business owner’s own tax and financial goals. This program will discuss options available to design a plan that provides maximum value to the business owner while keeping other plan costs under control. CPAs looking to show clients why their services are of more value than the “average” tax professional will want to attend this session.
CPAs in public practice that provide tax and/or financial planning services to closely held business clients.
Participants will be able to:
COURSE ACRONYM: AVRP4
PRESENTATION METHOD: Group-live
LEVEL OF KNOWLEDGE: Intermediate
ADVANCE PREPARATION: None
FIELD OF STUDY: Taxes
RECOMMENDED CPE CREDIT: 4 hours
SmartPros®, A Kaplan Company and Loscalzo Institute, A Kaplan Company are 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.