SDK's Annual Tax Update


New format - Roundtable Scenarios 


Jennifer Stavish, CPA

Senior Manager, Tax Department co-chair

Ryan Churness, CPA

Senior Manager, Tax Department co-chair

Michele Jensrud, CPA

Senior Manager, Accounting Services chair

Nicole Brown, CPA

Senior Manager, Employee Benefits chair

Questions?

Beth Johnson
Schechter Dokken Kanter CPAs
612-332-9334
bjohnson@sdkcpa.com 
 

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When

Thursday December 10, 2015 from 3:30 PM to 5:30 PM CST
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Our quarterly series continues with a focus on tax strategies for individuals and business owners at all stages of life. 

The format for this year will use three scenarios to present and discuss the variety of options available to business owners, their children and employees. The scenarios will cover a business owner just starting out, and a business owner ready to retire. 

Regardless of your situation,  you will see yourself here.

Follow Birch and Daisy Linden, owners of 4 Seasons Landscaping, a profitable business just west of the twin cities. Scenario #1 will discuss the opportunities for them, their business and offspring; scenario #2 will follow their daughter Amaryllis through her professional opportunities; scenario #3 walks with son Glen's decision to open a movie theater.  

Topics covered:

  • Section 529 Plans and other education financing options
  • Trusts, charitable giving
  • Children working in the family business
  • Comparison of various retirement plan vehicles
  • Sales and use tax
  • When to hire a CPA vs. doing books yourself
  • Payroll and 1099 reporting
  • Business entity selection/determination
  • and more - with plenty of time for your questions

 

Register Now!Snacks and beverages will be provided

Where

The Depot Minneapolis, Renaissance Hotel 
225 South 3rd Avenue
Minneapolis, MN 55401
 

 
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