CPA Symposium: Advanced Tax Planning Strategies
Tuesday, November 08, 2022
8:30a - 1:30p EST
Bergen Community College
Schedule
- 8:30 - 9:00am: Registration
- 9:00 - 10:00am: Payroll Tax Reduction Plans: A Roadmap to Using IRC Section 125 to Set up a Tax Advantageous Payroll Structure; Dan Nuwash, MBA
- 10:00 - 11:00am: Introduction to Captive Insurance; Tom Bacharach, CLU, ChFC, CPCU
- 11:00 - 12:00pm: Tax Deferred 1031 Exchanges; Rules, Guidelines and How to add Flexibility by incorporating a Delaware Statutory Trust (DST); Dan Nuwash, MBA
- 12:00 - 1:00pm: Introduction to LLCs With Charitable Intent; Joseph Maniaci Jr.
- 1:00 - 1:30pm: Q&A and case studies
The group live presentation in which we will be covering Tax Deferred 1031 Exchanges; Rules, Guidelines and How to Add Flexibility by incorporating a Delaware Statutory Trust (DST). After completing this course you will be able to:
- Identify the timing requirements and guidelines related to a 1031 exchange
- Identify the debt and equity requirements to fulfill a 1031 exchange
- Know how to implement a contingency plan for a 1031 exchange
- Know how to facilitate the debt of a 1031 exchange if financing is unattainable
- Know how to facilitate any excess equity for a 1031 exchange
Payroll Tax Reduction Plans: A Road map to Using IRC Section 125 to Set up a Tax Advantageous Payroll Structure. After completing this course you will be able to:
- Identify how a business can reduce their payroll taxes by up to $1400 a year per employee
- Identify how to create tax credits for employees to fund additional voluntary benefits
- Know how a Medical Expense Reimbursement Plan functions
- Identify if a business is eligible for a Medical Expense Reimbursement Plan
- Identify if an employee is eligible for a Medical Expense Reimbursement Plan
2 CPE Credits will be given for Taxes and 2 CPE Credits will b given for Personnel/Human Resources
No prerequisites or advance prep is needed for these basic level courses
If canceled all registered attendees will be given 24 hours notice
All courses are Sponsored by Finance For Thought and are free of charge
Complaints can be done through our website in the contact us page
www.FinanceForThought.com
In accordance with National Registry of CPE Sponsors, CPE Credits have been granted on a 50 Minute Hour