Tax Updates and Tools, QBI Tactics, Current Asset Protection Issues, and More
Are you up to speed on the hottest issues in the world of LLCs? Our expert faculty share the latest news, trends, and planning approaches you need to know and apply right away. Sort through the single-member asset protection issues, update clients' operating agreements, find new ways to minimize tax burdens, and more. Stay on the cutting edge - register today!
Get a cogent regulatory tax update tailored to pass-through planning.
Review key operating agreement provisions that need to be brought up to speed.
Hear the latest case law affecting Delaware and other high priority jurisdictions.
Learn how to get the most out of 199A QBI deductions for pass-throughs.
Who Should Attend
This program is for attorneys. Accountants and paralegals will also benefit.
Federal Tax Update: Partnership Tax and Pass-Through Entities
Choice of Entity Decisions: New Factors and Current Trends
Bringing Older Operating Agreements Up to Speed: What to Look for
Discounts for Lack of Marketability (DLOM) Calculation and Application
199A QBI Update
Single-Member LLCs and Current Asset Protection Issues
Transfer of Interests Hot Topics (Dying as a Member of an LLC, Buy-Sell Agreements)
Delaware and Other High Priority States' Case Law Update
NBI, Inc. 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.This program is designed to qualify for 3.50 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of the issues involved when using LLCs. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. Provide an example of one OA provision that should be updated. 2. Explain what a single-member LLC is. 3. Describe how QBI deduction works.Field(s) of Study -- Business Law.
BRADFORD E. BLOCK is the principal of the Law Offices of Bradford E. Block in Northbrook, Illinois. He has been an attorney for more than 35 years and practices in the areas of business formation, mergers and acquisitions, not-for-profit organizations, private foundations, equity financing, tax law, and the preparation and negotiation of corporate and technology contracts. Mr. Block has lectured to various professional groups on matters related to limited liability companies, partnerships, business transactions, S-corporations, and tax exempt organizations. He is a former adjunct professor of business planning and partnership law at DePaul University. Mr. Block is also a commercial mediator and a member of the Association of Attorney Mediators. He earned his B.S. degree from the Wharton School of Finance and Commerce at the University of Pennsylvania and his J.D. degree from DePaul University College of Law.
MARK S. CHERRY is an attorney with Mark S Cherry Attorney at Law, PC, which is a general practice professional law firm in Cherry Hill, New Jersey that, in addition to the general practice of law, assists homeowners across New Jersey. His firm has extensive experience in foreclosure prevention, real estate, tax law, and bankruptcy law. Mr. Cherry is admitted to practice in New Jersey, Pennsylvania, federal district courts, bankruptcy court, Federal Court of Appeals, and U.S. Tax Court. In addition to being an accredited civil mediator, he is also the member of the American Institute of Certified Public Accountants (AICPA), American Association of Attorney-Certified Public Accountants (AAA-CPA), and New Jersey Association of Professional Mediators (NJAPM). He earned his J.D. degree from the Delaware Law School of Widener University. Before that he earned his B.B.A. degree from Temple University (Moot Court Honor Society).
NEAL B. JANNOL is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.
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