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Private client services year-end webcast

November 21, 2019 @ 2:00 pm - 3:30 pm EST


Participants of the live webinar will be eligible for 1.5 free CPE credit.

Tax planning considerations


With 2020 nearly upon us, tax planning is an immediate concern for owner-managed business leaders, high net worth individuals and families. With the first filing season post-tax reform now closed, the gray areas in the tax landscape are fewer and there is a bit more clarity.

Join leaders from RSM’s private client services practice on Thursday, Nov. 21, for a 90-minute update on pressing tax issues you need to consider before Dec. 31 and think about in the year ahead.

The discussion will provide insight for year-end planning considerations and trends in the following areas:

  • Individual, business and trust income tax considerations
  • Estate tax considerations
  • Business ownership, structure and transition considerations
  • Family office planning and trends
  • Investment, compensation and charitable planning considerations
  • And more

Learning objectives
By the end of this webcast, participants will be able to discuss what they may need to consider in preparation for individual and family business year-end tax planning.

CPE credit available
RSM US LLP is pleased to offer 1.5 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 75 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Taxes | CPE: 1.5 credits


November 21, 2019
2:00 pm - 3:30 pm
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<a href="https://rsmus.com/events/pcs-year-end-2019.html" target="_blank">Event Registration »</a>


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