TAX PLANNING AND PITFALLS FOR ADVISING INDIVIDUAL CLIENTS
Live Simulcast Seminar
ITEM #:  2136822201   |   EVENT CODE:  391466
MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.

ONLINE

Monday, August 23, 2021

6:00 PM - 9:15 PM

LIVE ONLINE ONLY – NO IN-PERSON ATTENDANCE
In-Person Passholders – You may use your Pass to register for the live webcast at no charge.

Tax Planning and Pitfalls for Advising Individual Clients

A Focused, Half-Day Federal Tax Law Update Program


Learn What Every Lawyer Should Know about Tax Advising for Individuals
Join presenter Mark A. Sellner, CPA, JD, LLM (taxation) as he analyzes and discusses case studies highlighting tax planning opportunities, as well as tax traps for the unwary in advising individual clients. This seminar will walk through the components of an individual income tax return to cover issues for you and your clients.


Webcast also included in the following webcast package(s):

Tax Planning and Pitfalls for Advising Clients Webcast Package

12:30 – 1:00 p.m.
JOIN ONLINE


1:00 – 1:30 p.m.
Avoiding Taxpayer Penalties: Ethics Rules Regarding Tax Positions
The avoidance of taxpayer penalties with proper tax planning will be discussed.


1:30 – 2:00 p.m.
Tax Planning for Compensation Income
The tax consequences of salary deferrals, stock options, employee stock purchase plans, and tax-free fringe benefits will be discussed.


2:00 – 2:30 p.m.
Tax Planning for Business Income
The tax consequences of S corporation reasonable compensation and LLC guaranteed payments will be discussed.


2:30 – 2:45 p.m.
BREAK


2:45 – 3:15 p.m.
Tax Planning for Business Losses
The passive loss rules and the hobby loss rules will be discussed.


3:15 – 3:45 p.m.
Tax Planning for Capital Gains and Losses
The tax consequences of property transactions will be discussed.


3:45 – 4:15 p.m.
Tax Planning for Charitable Contributions
Funding and gifting strategies for charitable contributions will be discussed.


– Mark A. Sellner, CPA, JD, LLM (taxation); Sellner Tax Consulting, LLC; Sarasota, Florida

LIVE WEBCAST
Monday, August 23, 2021
1:00 – 4:15 p.m.
Attend online

REPLAYS
There are no replays.

$155 MSBA members / $155 paralegals / $175 standard rate

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 3.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 3.0 credits.

MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.

ADDITIONAL RECOMMENDATIONS FOR YOU (4 items):