Year-End Tax Planning for Private Clients: Overlooked Strategies for Concentrated Positions
1.0 CPE Credit in the field of Taxes (TX)
Year-end is an important opportunity for individuals and families with significant or concentrated wealth to evaluate their tax position, investment risk, liquidity needs and longer-term objectives. But effective planning goes beyond any single tax strategy or point-in-time decision.
Join BDO professionals for a discussion of year-end tax planning strategies and considerations for managing highly appreciated and concentrated positions. We’ll explore opportunities to manage potential capital gains, investment risk and liquidity, while considering how today’s decisions may affect a future sale or exit, estate and legacy planning, and the broader balance sheet.
Key highlights will include:
- Identify key tax and planning considerations associated with highly appreciated and concentrated assets.
- Explain how tax considerations may change across different stages of wealth accumulation, diversification and transition.
- Recognize how proactive planning can help individuals and families evaluate strategies in the context of income tax, capital gains, liquidity and estate planning objectives.
Delivery: Group Internet Based
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Cost: There is no fee to attend this session
Information about CPE Eligibility To receive CPE credit for participation in a BDO USA, P.C. Events webcast program, you must respond to the occasional attendance checks that appear throughout the program and be in attendance for a minimum of 50 minutes. Attendees can view their progress on meeting the requirements in the Earn Certification panel on the audience console. Green checks will appear after each requirement is met and your certificate can be downloaded at the end of the webcast.Please Note: Per BDO USA, P.C. Events’ CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For questions regarding CPE credit, please contact [email protected].
For more information regarding administrative policies such as complaint or refund, please contact [email protected].
BDO USA, P.C. Events 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