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4 item(s) found
  • Webinar
  •  Jan 30 '20, 14:00 EST
  •  1.2 CPE, 1.0 General COA

With the 2019 tax season upon us, tax practitioners must be vigilant in understanding tax law changes that will impact 2019 returns. Recent legislative changes, including the extension of many individual and business tax credits, as well as regulatory activity, will impact this year’s returns, and may impact prior tax years’ returns as well. Now is the time for tax professionals and practitioners to find efficiencies for conducting tax law research to understand what these changes mean for their clients. Attend this webinar to learn more about recent changes in the law, tips and tricks to help with tax law research, and learn some other best practices to get you through this busy season.


  • Webinar
  •  Feb 5 '20, 14:00 EST
  •  1.0 General COA, 1.0 RCH

New laws and regulations continue to challenge payroll professionals in 2020. Join us for a review of the changing federal, state and local payroll laws and regulations affecting payroll this year.


  • 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.


  • 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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