Year-End Planning for Private Clients
1.0 CPE Credit
in the Field of Taxes
Cite updates in the tax code or new cases in tax court that occurred in 2023 which impact high-net-worth individuals and families.
Describe tax planning techniques that can be used for mitigating income or estate tax liabilities, given the right set of facts and circumstances.
Recognize activities and/or behaviors which may trigger or complicate state tax audits for high-net-worth individuals.
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
National Senior Technical Director – Private Client Services, BDO USA
East Region State and Local Tax Market Leader, BDO USA
Technical Practice Leader – Partnership Tax, BDO USA
National Relationship Director, Private Client & Family Office Services, BDO USA