Course book included with all formats
QBI Strategies and Case Studies, Series LLCs and Tax-Advantageous Operating Agreements
Get up to speed on the hottest issues in the world of LLCs. Learn how to draft operating agreements that will make any tax pro smile. Cut through the series LLC hype and learn whether, when and how to use it. Tackle QBI deduction case studies and get practical strategies that are paying off. Register today!
This program is for attorneys. Accountants and paralegals will also benefit.
2:00 pm to 5:15 pm Eastern Standard Time
Break 3:30 - 3:45
2:00 - 3:30, Valerie Sasaki
3:45 - 5:15, Neal B. Jannol
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.
The Arizona State Board of Accountancy does not approve or accredit CPE activities for the Mandatory Continuing Professional Education requirement. This activity is designed to qualify for 3.50 hours of CPE credit for accountants toward their CPE requirement for the state of Arizona.
This is an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of the issues involved with LLCs. No advanced preparation is required. Upon completion of this course, attendees should be able to: 1. Describe the mechanics of a targeted allocation provision. 2. Explain what a series LLC is. 3. Describe how the QBI deduction works.
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 with LLCs. No advanced preparation is required. Upon completion of this course, attendees should be able to: 1. Describe the mechanics of a targeted allocation provision. 2. Explain what a series LLC is. 3. Describe how the QBI deduction works. Field(s) of Study -- Business Law.
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.
VALERIE SASAKI is a partner with Samuels Yoelin Kantor LLP, in Portland, Oregon. Ms. Sasaki is a tax and business attorney. She is passionate about adding value to her clients’ businesses and having an immediate, positive influence. When working with individual clients, she strives to improve their lives by taking complex tax situations and breaking them into manageable pieces with achievable outcomes. Ms. Sasaki specializes in jurisdictional tax consulting, working closely with Fortune 50 companies involved in audits before the Oregon or Washington Departments of Revenue. She also works with business owners on tax, business, and estate planning issues in Oregon or Southwest Washington. Ms. Sasaki has represented clients in federal and state tax settlement negotiations, voluntary disclosure agreements, tax due diligence and tax controversy. She has also reviewed private equity funds for legal sufficiency as part of due diligence for foundation investments. She has been recognized as an Oregon Super Lawyers Rising Star for the last five years. Ms. Sasaki received her B.A. degree, magna cum laude, from Tulane University; earned her J.D. degree from University of Oregon; and her L.L.M. in taxation from the University of Washington School of Law.
$289 / Each Additional