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DTSTART;TZID=America/New_York:20251125T140000
DTEND;TZID=America/New_York:20251125T150000
DTSTAMP:20260607T043720
CREATED:20251025T121242Z
LAST-MODIFIED:20251025T121247Z
UID:10010099-1764079200-1764082800@www.freelivecpe.com
SUMMARY:Wealth Transition Update
DESCRIPTION:Event Overview\n\n\n\nThe One Big Beautiful Bill Act (“OBBB”) has permanently increased the estate\, gift\, and GST exemption to $15\,000\,000 per individual and $ $30\,000\,000 for married couples (indexed for inflation) for decedents passing away after December 31\, 2025. With the permanent increased exemption\, estate planners and taxpayers should shift their focus to new strategies and opportunities available in this new tax planning environment. \n\n\n\nWith fewer taxpayers subject to federal estate tax\, there may be increased opportunities for income tax planning\, non-grantor trusts\, trust flexibility\, and portability planning. This is a crucial time to review and revisit estate\, gift\, and income tax planning. Our wealth transition update will highlight important strategies and considerations to help you\, your charities\, your business\, and your family succeed. \n\n\n\nLearning Objectives  \n\n\n\n\nExplore the OBBB legislation and impacts in the areas of estate\, trust\, GST\, income tax planning and estate planning.\n\n\n\nDemonstrate  taxpayers and client’s tax-advantaged planning opportunities with the OBBB.\n\n\n\nDiscuss recent caselaw and regulatory developments that highlight the importance of proper estate planning\, tax compliance and estate implementation. \n\n\n\nAssess recent changes and explore ways to adjust your planning as needed.\n\n\n\n\nPresenter  \n\n\n\nDevin Hecht \n\n\n\nDevin helps clients thoughtfully approach their estate and succession planning. Prior to joining Eide Bailly\, Devin worked as a tax attorney and partner in the Tax\, Trusts\, and Estates practice group of a regional law firm. At Eide Bailly\, he assists clients in the area of estate planning and advisory services in estate and gift tax\, generation-skipping transfer tax\, income tax\, and other tax matters.  \n\n\n\nChantal Stennerson \n\n\n\nCPE Information \n\n\n\nCPE Credits: 1 \n\n\n\nField of Study: Taxes \n\n\n\nLevel of Knowledge: Overview \n\n\n\nDelivery Method: Group-Internet Based \n\n\n\nAdditional Information  \n\n\n\nThis is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \n\n\n\n \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.
URL:https://www.freelivecpe.com/event/wealth-transition-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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DTSTART;TZID=America/New_York:20251125T140000
DTEND;TZID=America/New_York:20251125T150000
DTSTAMP:20260607T043720
CREATED:20251101T115317Z
LAST-MODIFIED:20251101T115322Z
UID:10010140-1764079200-1764082800@www.freelivecpe.com
SUMMARY:Year-End Preparation for 1099s and Month-End Close in Sage Intacct
DESCRIPTION:As the year draws to a close\, ensure your financial processes are in top shape with our comprehensive webinar on Year-End Preparation for 1099s and Month-End Close in Sage Intacct. Learn strategies and tips to streamline your year-end tasks and close your books with confidence. \n\n\n\nLearning Objectives\n\n\n\nAt the end of this session\, you will be able to: \n\n\n\n\nReview the essentials of preparing and filing 1099s using Sage Intacct\n\n\n\nReview how to successfully reconcile accounts and promote data accuracy\n\n\n\nRecall tips for automating and simplifying year-end processes\n\n\n\n\nCPE\n\n\n\nRecommended CPE: 1 CPE credit\, Computer Software and ApplicationsPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based
URL:https://www.freelivecpe.com/event/year-end-preparation-for-1099s-and-month-end-close-in-sage-intacct/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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