Gathering 2019 – Thursday Only Registration
November 29, 2018Gathering 2019 – Friday Only Registration
$260.00
The Gathering 2019 – Estate Planning
Friday, February 21, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121
The Gathering 2019 – Estate Planning
Friday, February 22, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121
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The Gathering 2018 – How an Entrepreneur Invests After the Liquidation Event – Pitfalls, Options, and Keeping the Client
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
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Click here to see the Gathering Agenda with the list of the presentations and presenters.
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Political Showdown on Taxes
$25.00Join Laura and Steve as they discuss the most current tax reform activity in Washington and how it will affect you and your clients’ income tax planning for 2013. Politicians have been busy in Washington with each party challenging the other to a showdown. No matter which way you voted, it is clear that the passage of any sort of tax reform is going to require hard work and compromise on both sides of the aisle – learn how to help your clients.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Laura Stees, CPA and Stephen J. Mancini, Esq
Click play to view a short video about ‘Political Showdown on Taxes’
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The Gathering 2018 – Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket
$25.00Keith and Mike will share their years of experience and insight for building company value and the importance of transaction readiness. Learn ways to help your clients improve their business process accounting systems; retain and reward key personnel; analyze after tax cash flow; structure the transaction; find the right buyer; and understand their tax structuring options upon sale.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Ppresented by Keith Troutman, CPA, Michael Shafer, CPA, and Joshua Siegel, CPA, JD, LL.M.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
