2024 CBIZ/Holland & Knight Nashville Year-End Tax Forum
Overview
As 2025 approaches, staying ahead of the ever-evolving tax landscape is crucial. Join us for an insightful forum as we guide you through the latest election and tax updates and key planning strategies.
Whether you’re an individual taxpayer, business owner or tax professional, this session will equip you with the knowledge and confidence to make informed decisions, helping you easily navigate the complexities of 2025 tax planning.
We invite you after for an early holiday gathering with cocktails and appetizers. It’s your opportunity to mix and mingle and ask specific questions of our Tennessee CBIZ and Holland & Knight professionals.
Agenda
Registration & Networking
Year-End Tax Planning for Individual and Business
Moderator
Cathy Werthan, Managing Director, CBIZ
Panelists
Jeffrey Jackson, Managing Director, CBIZ
Jim Lundy, Managing Director, CBIZ
Christine Younger, Associate, Holland & Knight
Trust & Estate Planning Considerations Leading Up to 2025
Moderator
Aaron Flinn, Partner, Holland & Knight
Panelists
Bryan Jones, Managing Director, CBIZ
Amelia White, Associate, Holland & Knight
Cocktail Reception
CPE Credit
| Program Description | 2024 CBIZ/Holland & Knight Nashville Year-End Tax Forum |
| Important Notice Regarding CPE: | |
| Learning Objectives |
In this session, participants will:
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| Instruction Delivery Method | Live In Person |
| Recommended CPE Credit | This session qualifies for 1.5 hours of Continuing Professional Education (CPE) credits for CPAs in the area of Taxation, and this session has applied 1 general of Continuing Legal Education (CLE) credits |
| Recommended Field of Study | Taxation |
| Prerequisites | Individuals whose business or personal taxes will be affected by potential tax changes after the election |
| Program Level | Overview |
| Advance Preparation | None |
| Cancellation Policy | You may cancel your registration at any time prior to the event. |
| Complaint Resolution Policy | For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected]. |
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CBIZ Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. |
Please note: Holland & Knight will apply for CLE credit based on attendee requests. Some programs may not be awarded CLE credits because of content or jurisdictional restrictions. CLE accreditation is sought after the completion of the program and the approval process can be lengthy in some jurisdictions. Holland & Knight is an approved CLE provider in several jurisdictions, including California, Georgia, Illinois, New York, Pennsylvania and Texas. For New York attorneys, this program’s format qualifies for CLE for transitional (newly admitted) and experienced attorneys.