Every year, the Chesapeake Tax Conference offers tax CPAs a robust look at the new changes and issues affecting tax accounting. The event features topics related to federal and state taxation, as well as specialty topics.
Martin’s West, 6817 Dogwood Rd Baltimore, MD 21244-2608
Speaker: David DeJong, Stein, Sperling, Bennett, DeJong, & Discoll PC
Get prepared for the upcoming tax season by attending this update on legislative and regulatory developments. In this session, you’ll also learn the implications these changes will have on tax planning for your clients.
Speakers: Tom Nice, CPA & Daniel King, CPA, Cohn Reznick
Speaker: David Pessin, PK Law
Speaker: Eddie Adkins, Grant Thornton LLP
Speaker: Jodi Davis, The Kelly Group
Social Security can be far more complicated than people realize. The decisions your clients make now can have a tremendous impact on the total amount of benefits they receive over their lifetime. As professionals, staying on top of Social Security planning with clients is very challenging due to the complexities of the program, and add in the recent legislative changes, retirement planning just got even more complicated. Jodi will review the basics of social security planning, and also provide a thorough review of the legislative changes and how strategizing with clients will truly give you the edge you need to boost your practice. Jodi recommends Advisors and CPAs complete a Social Security audit on all clients and prospects who are receiving Social Security, or plan to file for benefits soon, to discover some missed benefits and client opportunities. Client examples will be provided.
Speaker: Russell Berger, Esq. Offit Kurman
Speaker: C.J. Persson, Esq., Adelberg, Rudow, Dorf & Hendler, LLC
Speaker: Matt Mundorf, Deloitte Tax LLP
Speaker: Kevin Jerry, CSSI
Speaker: Anirban Basu, Sage Policy Group
This presentation provides a detailed, data-driven update of the performance of the global, national, and relevant regional economy. Special attention is given to key aspects of economic life, including trends characterizing financial, real estate, energy, and labor markets.
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