Virtual Morning Meeting: Tax Update – Planning, Compliance & Legislative Update
Tom LaQua, CPA, senior tax director at RSM will provide year-end tax planning update and compliance matters for high income individuals/estate/trusts; and the legislative update on Tax Policy developments.
Learning Objectives
By attending this session attendees will be able to discuss what they may need to consider for tax planning and compliance in the areas of:
- Individual Tax,
- Business Tax,
- Trust and Income Tax
Zoom Webinar Login: 7:45 – 7:55 am
Announcements: 7:55 – 8:00 am
Presentation: 8:00 – 9:00 am
Anticipated CE: 1 CFP®1 MN Insurance & 1 CLE Credit