Webinar Details
Course Description

In this session, the National Network of Accountants team will discuss four tax planning techniques that can be implemented at the end of the year to minimize your clients' overall income taxes.  Selected techniques include: Conservation Easements, 1031 Exchanges, Opportunity Zone investing, and investing in an Oil and Gas Partnership.  We will explore the highlighted tax savings of each technique, discover the benefits and risks associated with each strategy, and help you to identify which of your clients would be ideal for which technique.

Learning Objectives
  • Identify the benefits and risks associated with Conservation Easements
  • Recognize how a 1031 property exchange works
  • Discover the opportunity behind Opportunity Zones
  • Explore what it looks like to invest in an oil and gas partnership
  • Consider which clients are in the position to benefit from these tax savings strategies
Prerequisites
  • None required.
Who Should Attend

CPAs serving high-net-worth clients will be in the best position to consider these tax strategies for their clients.

Advanced Preparation

None required.

Presenter Details
  • Paul Hyl

    Paul Hyl, Esq. serves as legal counsel for the National Network of Accountants. He is also the founder and president of Private Insurance Management Inc. (PIM) a company that creates, designs, and manages captive insurance companies across the country.  His background as a practicing attorney positions him to effectively work with state regulators, captive insurance service providers, and PIM’s clients and their professional advisors.


  • Ron Roth

    Ron Roth's experience includes 30 years in the financial services industry advising affluent clients and closely-held businesses. His primary focus is long-term planning with a special emphasis on risk management and tax efficiency.

    Currently, he is Senior Vice President, Strategic Planning at the National Network of Accountants. For the past 20 years, Ron has been an independent consultant at Silver Rock Partners, which he founded.

    Throughout his career, Ron has worked in many parts of the financial services industry, including corporate management at AXA Financial. In 2008, he authored Invest in Your Life: Why Wall Street Wants You. This was the first book to explore the life settlement and secondary market for life insuran... Read more


  • Joseph Tucciarone

    Joe is a true visionary and “Rocket Scientist”, a graduate mechanical engineer with a minor in nuclear engineering, Joe started his professional career as the Assistant Spacecraft Test Manager at Kennedy Space Center. After leaving the space industry and for the past 35 years, Joe has applied his mathematical and analytical skills developing one of the premier ERISA Qualified Retirement Planning firms in the United States.

    Joe complemented this extensive pension experience by serving on the Board of Directors of GAMA International and building one of the largest insurance agencies in America. Joe’s commitment to and belief that accountants are indeed the “most trusted” advisors in America, led him to create the National Network of... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa 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: NASBAregistry.org.
Date & Time
Wednesday, December 8, 2021

1:00 PM EST (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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