Attention all CPA’s, Financial Advisors, Attorneys, and Financial Professionals.
Join fellow CPAs, Financial Advisors, Attorneys, Independent Insurance Agents and Financial Professionals for an interactive event covering tax planning techniques involving partnerships, LLCs and S corporations, and Leverage Planning tips.
- Using a transactional format, Chuck Levun will illustrate the partnership/LLC “drop-down” structures that are often used to solve many of the tax constraints inherent in a client’s S corporation format.
- Chuck will also cover the current controversy involving “ineffective” S elections made by LLCs wanting to be treated as S corporations, and how to handle clients who have fallen into this trap,
- Marc will explain Leverage Planning Strategies to reduce a business owner’s taxable income, maximize retirement savings, and how to use business as a tax shield.
- And much more…
Gourmet Italian Lunch will be provided!