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EB Tax Night: A Potpourri of Tax Planning Ideas for Trying Times (E1051209)

 
REGISTRATION STATUS: OPEN

Get together with friends and colleagues for a special event with featured guest speaker Noelle Allen. Topics include: Roth IRA conversions; Section 529 Plans; American Opportunity Tax Credit; Health Insurance Update; Sales Tax on Autos; Expiring Tax Goodies - Get In Under the Wire; Maximizing Your Social Security Benefits

Don't miss it! Reception starts at 6pm and program at 6:30pm.

Date:Tuesday, December 15, 2009
Time:6:00pm - 8:30pm (Registration at 6:00pm )
Facility:McNamara's Steak and Chop House, Dublin
Area:East Bay Area
CPE Credit:1.0 CPE (Continuing Professional Education)
Instructor: Noelle Allen , CPA
NASBA Subject Area:Taxes
Delivery:Group Live
Course Level:Update
Fee:$55 CalCPA Members, $65 Nonmembers
Early Bird:($10)

Objectives:
  • Understand how to apply tax planning techniques to maximize tax savings.
  • Review important individual tax issues.

    Major Topics:
  • American opportunity tax credit
  • Heath insurance update - if passed by Congress
  • Sales tax on autos - above or below the line?
  • Section 529 Plans - after the fall
  • Maximizing your social security benefits
  • Roth IRA conversions - 2010 and beyond
  • Expiring tax goodies - get in under the wire

    Designed for:
    CPAs and tax professionals.

    Prerequisite:
    None.

    Advanced Preparation:
    None.


    Note:
    Fee for guests of members is $45. Please call (925) 926-0189 to register a guest.

  • Tuesday, December 15, 2009
    Meal Choice--Choose One
    Prime Rib

    Chicken

    Lamb Chop

    Vegetarian

     
     
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