• Webinars

    BDO webinars bring our community together in an online setting
    to connect with each other and share insights into the topics and trends.

Year-End Tax Planning Strategies for Private Clients

November 16, 2022
1:00 PM to 2:00 PM EST

Kara Shively
Technical Support:

Technical Support
(BDO Employees):
  • Summary
  • CPE Information
  • Speakers
This webinar will provide an overview of key tax law changes that could impact Private Clients in 2023 and beyond, as well as offer federal income, state & local income, and estate tax planning techniques for Private Clients to consider.
Janet Bernier
National Leader for State & Local Tax Controversy

Jeremy Mertens
Tax Managing Director, Private Client Services

John Nuckolls
Technical Tax Leader, Private Client Services
Learning objectives:
  • Cite updates in the tax code or new cases in tax court that occurred in 2022 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.
Delivery: This webinar will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Credits: 1.0 credit in the field of Tax
Program Level: Basic
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