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17 item(s) found
  • Webinar
  •  May 14 '20, 13:00 EDT
  •  1.2 CPE, 1.2 CFP, 1.0 CLE, 1.0 General COA,

Northwestern Mutual invites you to participate in a live webinar on retirement planning after the SECURE Act with Natalie Choate.  The SECURE Act significantly changed retirement planning. These changes include changes to the required beginning date from age 70 ½ to 72, allowing for deductible IRA contributions after age 70 ½, and the elimination of stretch planning for many beneficiaries. The question becomes: What should planners be evaluating to help their clients? Hear what nationally renowned expert Natalie Choate is evaluating with her clients. 

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  • On-demand
  •  1.7 CPE, 1.5 General COA, 1.5 CLE

This webinar will take a closer look at the recent trends in state corporate income taxation and taxation of pass-through entities, analyze the 2019 survey results in these areas, and provide a discussion on recent changes in states’ taxation of corporations and pass-through entities.

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  • On-demand
  •  1.8 CPE, 1.5 General COA, 1.5 CLE

It’s been one year since the Wayfair decision upended the physical presence nexus standard for state sales taxes collected by online retailers. While the vast majority of states have implemented economic nexus standards, many questions still linger. To help shed a light on these issues, Bloomberg Tax gathered responses from state revenue agencies regarding their sales and use tax nexus policies as part of our annual Survey of State Tax Departments.

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  • On-demand
  •  1.2 CPE, 1.0 General COA, 1.2 CLE

With an estimated $6 trillion of idle capital gains in the economy and plenty of potentially lucrative markets available, opportunity zone funds are poised to become a go-to vehicle for wealthy investors looking for tax-advantaged ways to redeploy capital gains. Professionals who serve investors or investment vehicles must be prepared to guide their clients through the structural and compliance complexities of the law, including the most recent regulatory guidance.

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  • Webinar
  •  1.2 CPE, 1.0 General COA, 1.0 CFP, 1.0 CLE

Northwestern Mutual invites you to participate in a live webinar from its Advanced Planning team on equity compensation. The expert speakers will share strategies and current trends being evaluated by businesses and business owners to retain and recruit executives using equity compensation. The speakers will also discuss how these strategies impact the executives and the considerations they should be thinking about with equity compensation. The program will cover equity compensation strategies including stock options (ISOs & NSOs), restricted stock units, phantom stock, and stock appreciation rights.

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  • On-demand
  •  1.2 CPE, 1.0 CLE, 1.0 General COA,

During this webinar, we will discuss the findings of the COST-IPTI report on the best and worst of international property tax administration, with a primary focus on state and local issues in the U.S. It will cover the highest and lowest ranking jurisdictions in fundamental property tax administration subjects, pain points for both taxpayers and tax administrators, and key takeaways for businesses and taxing authorities.

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  • Webinar
  •  1.2 CPE, 1.0 General COA, 1.0 CFP, 1.0 CLE

Northwestern Mutual invites you to participate in a live webinar from its Advanced Planning team on planning with life insurance. Life insurance has many nuances when it comes to tax treatment. Generally, life insurance growth grows tax deferred, it allows tax-favored withdrawals, and death benefit is income tax free. There are also many special issues that arise such as section 1035 exchanges, valuation of life insurance policies when they’re transferred, and accelerated care benefit riders that allow death benefit to be accessed to pay for long-term care expenses. Additionally, the 2017 tax law impacted how life insurance sales are reported for tax purposes. Hear from our experts about the opportunities life insurance provides and the traps that can be avoided through careful planning.

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  • On-demand
  •  1.2 CPE, 1.0 General COA, 1.2 CLE

Three provisions introduced by tax reform have proven to be highly significant for multinational businesses because they directly impact established business models: global intangible low-taxed income (GILTI), foreign-derived intangible income (FDII), and the base erosion and anti-abuse tax (BEAT).

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  • On-demand
  •  1.2 CPE, 1.0 General COA, 1.0 CLE

From Qualified Opportunity Zones (QOZ) to renewable energy credits, there is a wide range of tax incentives available to corporate tax executives. However, varying deadlines and sunset provisions make it tricky to understand how to leverage the opportunities. Our subject matter experts will highlight overlooked credits as well as common pitfalls. 

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  • On-demand
  •  1.2 CPE, 1.0 General COA, 1.0 CLE

The full implications of the landmark ruling in Wayfair continue to evolve as remote sellers, marketplace providers, and other taxpayers in the e-commerce arena carefully navigate new sales tax collection obligations imposed by states and local authorities. Hear from policymakers and corporate tax leaders about how to tackle the growing complexity, and what role automation of tax collection could play.

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