Learning Objectives

  • State House Budget Committee tax proposals & expiring provisions related to businesses

  • Identify exemptions and the current status of Beneficial Ownership Information (BOI) Reporting

  • Recognize tax and reporting implications of partnership property distributions

  • Identify recent clarifications of SECURE 2.0 provisions

  • Stay compliant.

    Keep your firm in line with evolving regulations.

  • Gain a competitive edge.

    Be the first to leverage new tax strategies and planning techniques.

  • Earn CPE credits.

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