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Strategies for Buying, Selling, and Gifting a Closely Held Business - 11/24/2009 - Bowie: This event has been pre-approved for CE credit by the CFP Board. There are many specific estate planning issues that deal with business ownership, valuation and succession matters. As the financial advisor, you need to know the estate planning...
CAC: Federal Tax Update - 12/4/2009 - Rockville: This event has been pre-approved for CE credit by the CFP Board. <p> Featuring instructor David DeJong, CPA, CVA, JD, LLM, this program will cover all of the major federal tax developments of the last 12 months, including laws, regulations,...
CAC: Multi-State Tax Update - 12/11/2009 - Rockville: This event has been pre-approved for CE credit by the CFP Board. Highlights will include current law changes, current court decisions along with any form changes for 2009 for the Maryland. Virginia and Washington DC area updates are also in the...
S Corporations: The Ins and Outs of Tax Reporting and Planning - 12/14/2009 - Towson: This event has been pre-approved for CE credit by the CFP Board. Once again the darling form for many businesses. Find out why during this information-packed session. Practical real-life examples give you ideas to apply immediately for your S...
2009 Annual Tax Update: Corporations and Pass-Through Entities - 12/15/2009 - Towson: This event has been pre-approved for CE credit by the CFP Board. Be prepared before the tax season starts! In this course, you will find out about the latest federal tax law changes, court decisions, and IRS pronouncements related to...
The Ultimate Tax Research Guide - 12/15/2009 - Wye Mills: This event has been pre-approved for CE credit by the CFP Board. This course will enhance the CPAs ability to identify tax issues and to evaluate the legal authority relevant to researching those issues. Participants will gain an awareness of...
Strategies for Dragging your Children into Financial Independence - 12/17/2009 - Columbia: This event has been pre-approved for CE credit by the CFP Board. The range of financial planning issues with regard to "Generation Y" and "Generation Z" (children who were born after 1977) is vast. This course takes a fresh look at the problems...
Determining the Value of a Business - Purchase, Sale, and Estate Planning Issues - 12/18/2009 - Frederick: This event has been pre-approved for CE credit by the CFP Board. The challenges of placing a value on a business or firm are more complex than ever as a large percentage of value consists of intangible assets. Learn how to determine the value of...
Visual Estate Planning - 12/22/2009 - Columbia: This event has been pre-approved for CE credit by the CFP Board. The field of estate planning is increasingly complex. One of the major problems created by this complexity is the client's inability to understand the specific total plan that a...
The CPA's Guide to LLCs and FLPs - 1/6/2010 - Rockville: This event has been pre-approved for CE credit by the CFP Board. Limited Liability Companies (LLCs) and Family Limited Partnerships (FLPs) have become the business entity of choice in many planning situations. Likewise, the creativity of estate...

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