Media Contact:
Sada Kempf
(920) 232-2230
MILWAUKEE, Wis. –“Five Tax Saving Ideas for 2010” is the title of a complimentary online Webinar to be presented by Clifton Gunderson – ranked as one of the nation’s largest certified public accounting and consulting firms – on August 26, 2010. Join tax and financial experts as they illustrate tax savings ideas you can act on for 2010. Throughout the session you will learn tips and solid strategies on unique opportunities for savings as current rates are set to increase after December 31, 2010 and new laws will undoubtedly be passed that will affect your taxes.
Key points to be presented during this complimentary online Webinar include:
* Accelerating income into 2010
* Planning for increased labor costs beyond 2010
* Converting to a Roth IRA in 2010
* Adjusting your portfolio in response to higher taxes after 2010
* Techniques to reduce or even zero –out your taxable wealth transfer
The one-hour Webinar will be presented on Thursday, August 26th at 10:00 a.m. Central Time. Registration is required at http://www.cliftoncpa.com/resources/events. One Continuing Professional Education credit is available.
About our presenters:
Jamey Rappis
Rappis is one of the leaders of Clifton Gunderson’s Private Tax consulting practice, and serves as the firm’s leader of the IRS Rulings and Procedure niche. He has extensive experience in the areas of estate & gift tax, estate & business succession planning, and retirement planning. Jamey leads the Private Tax consulting practice leveraging his tax and estate planning expertise across the firm to high net worth families and individuals. He is Clifton Gunderson’s lead in reviewing and monitoring legislative, regulatory, and case law activity and is responsible for providing a national tax presence on high level tax consulting with new prospects and current clients in the areas of estate planning and business succession planning. With more than 17 years of experience, Jamey is a licensed attorney and has an extensive background with a specific emphasis on IRS controversies, including field, appellate and tax court audit levels. Jamey has been involved in hundreds of IRS controversies, on both the side of the taxpayer and the government.
Jeffrey R. Secord, CFP
Secord serves as managing director for the Downstate Illinois practice and is located in the Peoria, Illinois, office. With more than 33 years of experience in the financial services industry, Secord’s area of expertise includes retirement income distributions, financial education, personal financial planning, investment planning, risk management, small business planning and qualified retirement plans.
John P. Lehman, CPA
Lehman is the partner in charge of the Peoria, Illinois office. With more than 25 years of experience, he specializes in providing the following services: tax and financial planning, business succession planning, estate and gift tax planning, retirement planning, and income tax compliance including tax planning issues specifically relating to the minimization of unrelated business income tax, choice of entity – for-profit vs. not-for-profit, and preservation of tax-exempt status. Lehman also has significant experience with income tax planning and preparation for individuals, partnerships, limited liability companies, fiduciaries and corporations. He is a Certified Public Accountant and a member of the Illinois CPA Society and the American Institute of Certified Public Accountants.
Kevin Wadle, CPA
Wadle is a senior tax manager in the Peoria, Illinois office. With more than 30 years of experience, he specializes in providing the following services: tax and financial planning; estate and gift tax planning; income tax compliance; and qualified and non-qualified benefit plans including representation in front of the IRS and DOL, and assistance in maintaining the tax status of benefit plans. Wadle also has significant experience with income tax planning and preparation for individuals, partnerships, limited liability companies, fiduciaries and corporations. He is a Certified Public Accountant and a member of the Illinois CPA Society and the American Institute of Certified Public Accountants.
About Clifton Gunderson
Clifton Gunderson, ranked as one of the nation’s largest certified public accounting and consulting firms and the largest U.S. member firm of HLB International, provides a wide range of assurance, tax and consulting services to clients in a variety of industries. Founded in 1960, Clifton Gunderson has a staff of more than 1,900 professionals serving clients from 46 offices across the country. Clifton Gunderson, and the separate and independent member firms of HLB International, provides personal and high quality service to clients in over 100 countries through the HLB International “Global Care” approach. For more information about Clifton Gunderson, visit http://www.cliftoncpa.com.
