26
JUL
Sales & Use Tax: Opportunities and Updates
Wednesday, July 26, 11 a.m. to Noon EDT
Join us to learn more about the latest opportunities and updates in sales and use tax. We’ll cover what you need to know surrounding sales tax compliance, audit defense, tax refund recovery opportunities (reverse audits) and where we are five years after the game changing Wayfair decision.
Presenters: Hannah Prengler, Nick Longo, Mike Fink, Scott Zielaskiewicz2
AUG
Estate & Succession Planning 101: Planning Basics
Wednesday, August 2, 11 a.m. to Noon EDT
Gain a general understanding of the current estate and gift planning landscape, and the types of basic planning vehicles used in constructing successful estate and business succession plans. The session will focus on wills, several types of trusts, avoiding probate and gift planning.
Presenters: Alane Boffa, Scott Swain9
AUG
Estate & Succession Planning 201: Wealth Transfer Strategies
Wednesday, August 9, 11 a.m. to Noon EDT
Build on concepts from the 101 session, as we delve into strategies designed to leverage estate tax exemptions in transferring wealth/business interests to future generations. We’ll discuss sales to defective grantor trusts, insurance trusts, charitable trusts and Grantor Retained Annuity Trusts.
Presenters: Alane Boffa, Scott Swain
16
AUG
Inflation Reduction Act: Incentives for Investment in Energy Efficiencies and Emerging Technologies
Wednesday, August 16, 11 a.m. to Noon EDT
Join us for a broad overview of the Inflation Reduction Act of 2022. Learn about the many credits and other incentives Congress included in the legislation to increase and expand private investment in clean energy industries.
Presenters: Mike McGivney, Jonathan Williamson, Katie Blake, Justin Gartner