Webinars

Year-End Planning for Families & Individuals: How’s Your Checklist?

Date:  Tuesday, November 14, 2017
Time:  2–3 p.m. Central time
CPE Credit:  One CPE credit in the Specialized Knowledge field of study may be awarded upon verification of participant attendance.
Presenters:  Tiffany VanHook

Tiffany VanHook

Director

Wealth Advisors

BKD Family Office

201 N. Illinois Street, Suite 700
P.O. Box 44998
Indianapolis, IN 46244-0998 (46204)

Indianapolis
317.383.4000

, Bill Metzger

Bill Metzger

Partner

Tax

BKD Family Office
Private Client Services

201 N. Illinois Street, Suite 700
P.O. Box 44998
Indianapolis, IN 46244-0998 (46204)

Indianapolis
317.383.4000

, Holly Pantzer

Holly Pantzer

Partner

Tax

BKD Family Office
Private Client Services

201 N. Illinois Street, Suite 700
P.O. Box 44998
Indianapolis, IN 46244-0998 (46204)

Indianapolis
317.383.4000

, Matt Wahl

Matt Wahl

Director

Wealth Advisors

400 W. Capitol Avenue, Suite 2500
P.O. Box 3667
Little Rock, AR 72203-3667 (72201)

Little Rock
501.372.1040

 & Jeff Bodkin

Jeff Bodkin

Director

Tax

BKD Family Office
Manufacturing & Distribution
Private Client Services

201 N. Illinois Street, Suite 700
P.O. Box 44998
Indianapolis, IN 46244-0998 (46204)

Indianapolis
317.383.4000

As 2017 comes to a close, tax and financial planning strategies should be top of mind for you and your family. Join BKD for a complimentary webinar that will cover key components of tax and financial planning to help prepare your year-end checklist. Panelists will discuss a variety of topics, including income tax, charitable giving, investments, financial planning, estate and gift tax and more. We’ll also look at the effect tax reform could have on your tax planning.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Discuss the importance of year-end planning
  • Identify key components of tax and financial planning
  • Explain how tax reform could affect taxpayers

Documents

CPE Information


Audience:  CFOs, controllers, business executives and family office executives
Program Level:  Basic
Delivery Method:  Group internet-based
Advance Preparation:  None
Prerequisites:  None
Refund Policy:  There is no fee associated with this webinar.

FAQs

Contact Information
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at training@bkd.com or 800.472.2745.

 

BKD, LLP 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.

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