There's been a flurry of important tax legislation in the past few years, with a mountain of proposals on the horizon - making mid-year 2021 a critical time to hammer out your planning strategies. This program offers seasoned guidance on available opportunities for individuals and small businesses in the wake of the CARES Act, the American Rescue Plan, and the TCJA. Faculty will also discuss the potential impact of tax legislation proposed by the Biden Administration. Keep your practice current. Register today!
Get clarity on rate updates and expiring provisions.
Identify current tax-saving opportunities for individuals and businesses.
Ensure your tax planning strategies are up to speed with the latest changes.
Dive deep into current tax issues in retirement and estate planning
Get a timely refresher on entity selection.
Explore how proposed tax legislation may affect planning strategies in the future.
Who Should Attend
This program is designed for attorneys. Accountants and paralegals will also benefit.
Rate Updates and Expiring Provisions
Individual Tax Planning Opportunities 2021
Revisiting Entity Choice and Conversions in Today's Environment
Tax Planning for Small Businesses 2021 (Post-CARES Act and PPP)
Estate Planning Tax Tactics Outlook
What's Next? IRS Trends and Legislative/Presidential Rumblings
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 7.0 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 tax planning strategies. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. Explain a rate change taking place. 2. Describe how the SECURE Act impacts retirement planning. 3. List a tax implication of operating an LLC. 4. Describe what a QBI deduction is. 5. Explain a common trust deduction. 6. List one potential impact of proposed tax legislation.Field(s) of Study -- Taxes.
MARJORIE BELLIOTTI, CPA, CGMA, is a tax manager at Maillie LLP. She has 36 years of experience in both public and private accounting, tax, and business process improvement. Ms. Belliotti serves a variety of industries including retail, manufacturing, personal service and construction industries. She is a member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Public Accountants (PICPA), as well as the National Association of Professional Women. Ms. Belliotti is a published author who has developed and taught a variety of tax courses. She earned her B.S. degree in accounting from Robert Morris University.
DAVID J. DePINTO is managing partner at DePinto Law, LLP, where he practices in the areas of trusts, estate planning, asset protection, charitable entities, business and succession planning for closely held businesses, estate and gift taxation, income taxation, elder law, guardianship, probate and administration of trusts and estates, and estate litigation; and also provides representation to guardians, trustees and other fiduciaries. Mr. DePinto is an NYS certified public accountant and a certified elder lawyer certified by the National Elder Law Foundation as accredited by the American Bar Association. He is the recipient of the Edith Blum Foundation Award for Excellence in taxation and the Professor's Award for Academic Achievement in taxation. Mr. DePinto earned his LL.M. Master of Laws degree from NYU Law School; his J.D. degree from Brooklyn Law School; his M.S. degree, in taxation, with academic honors, from Long Island University CW Post; and his B.B.A. degree from Hofstra University.
JOSEPH C. MANDARINO is an attorney with the law firm of Smith, Gambrell & Russell, LLP. His practice focuses primarily on tax and financial planning. Mr. Mandarino writes and speaks on business, tax and finance topics. He has published over 100 articles in journals and in-house newsletters, and has participated in over 200 presentations and seminars. His articles have appeared in the National Law Journal,Mergers & Acquisitions magazine, Tax Notes Today, the Journal of Real Estate Taxation, the Journal of S Corporation Taxation, the Journal of Multistate Taxation, the Tax & Finance Newsletter and the NYU Institute on Federal Taxation. In addition, Mr. Mandarino has spoken at meetings and seminars organized by numerous organizations, including the American Bar Association, the White House Conference on Small Businesses, the U.S. Small Business Administration, the Georgia Electronic Commerce Association, the Federation of Exchange Accommodators, the International Reinsurance Conference, the Service Corps of Retired Executives and the United Way, as well as several panel-type TV discussion programs. He earned his B.A. degree from the University of Toronto; his J.D. degree, cum laude, from Loyola University School of Law; and his LL.M. degree from New York University School of Law.
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