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CLIENT
SEMINAR REPORTS AND PRESENTATIONS
Year-End Tax and Financial Planning
Seminar, November 10, 2009
Year-End Tax
Strategies
Patrick McClary, Associate Director and Tax Department Manager
Keys to Financial
Planning: Managing Assets and Liabilities
Eric Bishoff, Branch Manager, The Bishoff Financial Group
Operating
Strategies for Navigating through Uncertain Times
Jeff Zaye, Audit
Manager
Steve Wenzlick,
Senior Tax Specialist
Bruce Barry,
Associate Director and Accounting Department Manager
Federal Taxes - What's in Store for 2009 & What Tax-Saving
Opportunities Exist, November 20, 2008
Year-End
Planning Strategies and Techniques to Minimize Taxes for 2008 and Beyond
Richard D.
Crabtree, Partner
Employee
Benefit Programs - How to Make Your Business Less Taxing
Clint Carter, TASC
(Total Administrative Services Corporation)
Tax Benefits
of Cost Segregation and Energy Efficiency for Building Owners
John McCallum,
GranthamPoole CPAs
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