Year-End Tax Planning and Out-of-the-Box Tax Planning Strategies
Presented by Michael D. Kindt, CPA, PFS, & CFP
Michael D. Kindt, CPA/PFS, CFP®, is Managing Director at CBIZ MHM, LLC & Mayer Hoffman McCann P.C. (Formerly Lewis, Birch & Ricardo, LLC), an independent CPA firm. He provides tax, estate, and financial planning services to a variety of clients including, high wealth individuals and business entities. In addition, Mike has extensive experience in individual taxation. His current primary emphasis is in the estate, trust and financial planning areas. Mike also has considerable experience with charitable trusts.
Tuesday, November 18, 2014
We will discuss year-end tax planning opportunities for corporations, individuals, and trusts, as well as creative strategies for corporations to reduce their tax liability.
CFP©, CLE & CPE Accredited
Time: 8:00 a.m. until 9:30 a.m.
Location: The Centre Club Bayview 1 Room
123 S Westshore Blvd #8
Tampa, FL 33609
Cost: FREE For Members
$20 for Nonmemebers
If you would like to attend the meeting, please RSVP By Tuesday, November 11, 2014 here.