Overview

Many important tax-planning strategies are in the spotlight this year as Congress considers several changes to current tax law. No matter what happens in Washington, planning before year-end can better prepare you for the upcoming tax season.

For the insight you will need, you’re invited to an in-depth discussion of current tax developments and how proposed legislative changes could impact your tax planning for 2022 and beyond. 

Led by tax leaders from Marcum and Waller Law, the webinar will be comprehensive for both individuals and businesses, and provide attendees the opportunity for panelists to address questions asked before and during the event.

TOPICS 

  • Developments in Individual and Business Taxation
  • Trust and Estate Tax Updates

PANELISTS 

Jim Lundy, Partner, Tax & Business Services | Marcum LLP
Bryan Jones, Partner, Tax & Business Services | Marcum LLP
Steven Reiss, Manager, Tax & Business Services | Marcum LLP
Shane Morris, Partner | Waller
Jill Mastroianni, Associate | Waller

MODERATORS 

Cathy Werthan, Partner, Tax & Business Services | Marcum LLP
Aaron Flinn,  Partner | Waller

CPE & CLE CREDITS

Program Description 2021 Nashville Year-End Tax Forum
Important Notice Regarding CPE:
Learning Objectives
  • Developments in Individual and Business Taxation
  • Trust and Estate Tax Updates
Instruction Delivery Method Group Internet Based
Recommended CPE & CLE Credits

This session qualifies for 1 hour of Continuing Professional Education (CPE) credits for CPAs in the area of Taxation and 1 hours of Continuing Legal Education (CLE) credits

Recommended Field of Study Taxation
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy There is no fee to attend this event. For concerns regarding this event or cancellation policies, please contact kristin.bodner@marcumllp.com.

Marcum LLP 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.NASBARegistry.org.