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Belfint Briefing Webinar: Corporate Transparency Act, SECURE 2.0 and more…

January 17 @ 9:00 am - 10:30 am

Belfint Briefing Webinar: Year End Tax Update... Opportunities to Consider

Please join Belfint, Lyons & Shuman, CPAs for an informative webinar on the Corporate Transparency Act, SECURE 2.0 as it relates to tax planning, and other critical developments that affect businesses, individuals, estates, and trusts. In an era marked by constant regulatory evolution and an increased focus on transparency and security, it is imperative to stay informed and adapt.

Our team is excited to update you on these important topics, providing you with valuable insights and practical knowledge to navigate the ever-changing landscape of corporate governance and financial security. Join us as we delve into the Corporate Transparency Act’s implications, explore the enhanced features of Secure 2.0, and discuss other key updates that will shape the way you manage your financial affairs and compliance obligations.

 

 

TOPICS:

  • General Updates
  • SECURE 2.0
  • Corporate Transparency Act – What you need to know

WHEN:

Wednesday, January 17, 2024

9:00 – 10:30am ET

WHERE:

BLS Zoom Webinar

*Zoom details will be sent upon registration

 

This seminar is eligible for 1 hour of CPE!

Presenters:

Karly Laughlin, CPA, AEP

Mike Kelly, CPA

 

For additional details, please contact Jenni Fleck Jones at jjones@belfint.com

 

CPE Information

Belfint, Lyons & Shuman, P.A. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education of 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 – www.NASBA.org.

Delivery Method: Group Internet Based
Field of Study: Taxes
CPE Credits: 1
Learning Objectives: Participants will be given a general overview of the Corporate Transparency Act, learn how SECURE 2.0 could impact them, and receive general tax updates for individuals, businesses, estates, and trusts.
Program Level: Overview
Program Prerequisites: None
Advance Preparation Needed: None

For more information regarding concerns or cancellation policies, please contact LeAnne Diebold, SPHR, at ldiebold@belfint.com.

Venue

Zoom

Organizer

Belfint Lyons & Shuman
Phone
302.225.0600
Email
jjones@belfint.com
View Organizer Website
Apply Now

Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!