Mark your calendar today to see one of the nation’s highly rated speakers, Larry Stein, when he visits Michigan for a three-day series in Livonia this May. You’ll enjoy Larry’s entertaining presentation style and his thorough knowledge of tax, estate and financial planning.

Gain new non-tax ideas for your privately held business clients at the Business Counseling Ideas & Preventive Legal Moves for Privately Held Clients: Being an Effective CPA Small Business Coach seminar on Wednesday, May 12.

You’ll learn about a wide variety of topics, such as: management, marketing, human resources, asset protection, and financial analysis "best practices." Succession planning, technology, hiring practices, legal documents and issues, and strategic management also will be discussed. This is the ideal class for both the CPA in industry and those in public accounting.

During Larry’s Thursday program, you’ll discuss best practices in the tax, estate and family financial planning areas at the Sophisticated Strategies for Wealthy High-Income Clients: Tax, Estate & Financial Planning Moves That Get Results on Thursday, May 13.

Topics covered include:

• Real estate: what's new, what's hot;
• Capital gains: today's taxsmart strategies;
• Asset protection and insurance ideas: what every CPA needs to know;
• Estate planning: seven urgent strategies for wealthy, high-income individuals; tax shelter audit activity, tax defective trusts, and
• Much more!

Rounding out the series on Friday, May 14, you’ll discover tools to handle tax and non-tax dilemmas at the Succession Planning for Family Businesses & Professional Practices Knowing the Right Tax, Estate & Non-Tax Exit Strategies in Livonia.

Your clients are demanding succession planning assistance - step up to the opportunity and seize it! Learn the latest exit, estate and tax planning strategies to get the job done.

Other topics featured include: Professional practices - how to get succession done correctly; Tax planning tools: entities, divisive reorganizations, nonqualified deferred compensation, installment sales, and more!

Register today for these events and earn eight general CPE credits at each event!

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