Content Provider
Dejoyco

Ea credits middle
Self-Study CPE
IRS PRESENTING: QUALIFIED EDUCATIONAL ASSISTANCE PROGRAMS
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2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: CASES & UPDATES
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2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: CASES & UPDATES
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2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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ROADMAP TO 1099 REPORTING
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2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: IRS PROCEDURE & LEGISLATION
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TAX GAP REDUCTION WITH PROPER 1099 REPORTING
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MASTERING IRS REPRESENTATION: TAX SEASON MISTAKES THAT CREATE IRS ENFORCEMENT
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1099 MISCLASSIFICATION ISSUES FOR INDEPENDENT CONTRACTORS AND GIG WORKERS
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ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
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Free cpece webinars
Estate Tax Optimization: Maximizing Wealth for Business Owners

ESTATE TAX OPTIMIZATION: MAXIMIZING WEALTH FOR BUSINESS OWNERS

Available Date(s)
Friday, November 22, 2024: 10:00AM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-01714-24-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Estate Planning
Course Description

This course explores strategies for optimizing estate taxes to maximize wealth transfer for business owners. Participants will learn about the interplay between business valuation and estate tax planning, focusing on techniques to preserve and grow wealth for future generations.

The session will cover essential tax laws, effective transfer strategies, and practical applications through real-world examples. By the end of the webinar, attendees will have a comprehensive understanding of how to navigate estate tax complexities to benefit their clients or their own businesses.

Learning Objectives:


  • Recall the fundamentals of U.S. federal gift and estate tax laws

  • Describe various business valuation methods and their impact on estate planning

  • Outline strategies for effective wealth transfer and legacy preservation

  • Identify common barriers to successful execution of estate plans and how to overcome them

  • Evaluate practical techniques such as trust structures, family limited partnerships, and charitable gifts

Linkedin

Anthony Venette

DeJoy & Co.
Senior Manager, Director of Business Valuation and Advisory
[email protected]
(585) 491-9829

Dejoyco

Anthony Venette is the Director of Valuation and Advisory Services at DeJoy & Co. With extensive experience in business valuation consulting for trust and estate planning, financial reporting, succession planning, and mergers and acquisitions, Anthony specializes in complex equity structures and family limited partnerships. He is dedicated to helping families and businesses preserve their legacy for generations. Prior to joining DeJoy & Co., Anthony worked at PwC and Empire Valuation. He is the author of the monthly newsletter “What’s it Worth?” on business valuation topics.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Dejoyco

DeJoy & Co. is a premier consulting firm specializing in business valuation, estate planning, tax compliance, and advisory services. Our mission is to provide comprehensive solutions that help clients preserve and grow their wealth for future generations.