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19 item(s) found
  • Webinar
  •  Feb 13 '20, 13:00 EST
  •  1.0 General COA, 1.2 CLE

Northwestern Mutual invites you to participate in a live webinar from its Advanced Planning team on business exit planning. The expert speakers will share strategies about transferring a business to family members, co-owners or employees, or third-party buyers in a tax efficient manner.  The speakers will address overall goals of exit planning and transfer statistics. The speakers will discuss the importance of cash flow planning for individuals and entities.  The speakers will address key exit planning concepts such as business valuation, estate planning strategies, buy-sell planning, estate equalization, preparing a business for sale, and the differences between asset sales and entity sales.

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  • 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 with Natalie Choate. More details on the presentation to come closer to the presentation date.

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  • On-demand
  •  1.0 General COA, 1.0 CLE

Heading into 2018, there was a high level of uncertainty regarding the impact of the Tax Cuts and Jobs Act on M&A transaction activity. Additionally, market changes, economic conditions and global political issues have further affected deal activity. 

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  • On-demand
  •  1.0 General COA, 1.2 CLE

Since the Supreme Court’s monumental sales and use tax nexus decision in South Dakota v. Wayfair on June 21, 2018, the anticipated explosion of reaction has not disappointed.

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  • On-demand
  •  General COA, 1.0 CLE

The 2017 Tax Cuts and Jobs Act fundamentally altered the tax environment for U.S. multinational companies (“MNCs”). In addition, the OECD BEPS project, the EU’s Anti-Tax Avoidance Directive and other local country regulations are adding to the complexity that finance and tax executives of MNCs are facing daily.

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  • On-demand
  •  1.0 General COA, 1.2 CLE

Understand the changing unclaimed property laws, as states continue enforcement efforts and several consider adopting the Revised Uniform Unclaimed Property Act.

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  • On-demand
  •  1.0 General COA, 1.2 CLE

With Cyber Week on the horizon, ecommerce retailers need to know about the new sales tax laws making their way across the U.S. this year. Because of the Supreme Court’s decision in South Dakota v. Wayfair, many retailers are now obligated to register and remit sales tax in many states they’ve never considered. 

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  • On-demand
  •  1.0 General COA, 1.2 CLE

Review the impact of the 2018 midterm elections on state and local tax. 

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  • On-demand
  •  1.0 General COA, 1.2 CLE

This webinar covers the results of  Bloomberg Tax's 2018 Trust Nexus Survey and examines broad trends that emerge through the states’ responses.

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  • On-demand
  •  1.0 General COA, 1.2 CLE

The 2017 Tax Act had a significant impact on the estate, gift and trust planning community. By doubling the applicable exclusion amount, EGT practitioners must understand various income tax issues and grasp the manner in which such income tax principles interact with their clients’ estate plans.

 

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