Ross Hage, one of Payson's local Edward Jones investment representatives, will host a "Small Business Planning Strategies" professional broadcast course at 11 a.m. Wednesday, Sept. 13, at his office, 113 W. Main St., Suite A.
This program explores eight planning strategies, with which many CPAs and attorneys should be familiar, to help provide clients with the latest cutting-edge planning options for their small businesses.
The program focuses on those plans that are of general applicability to the widest selection of clients.
This course is approved for three (3) credit hours of continuing professional education and continuing legal education for attorneys, CPAs and tax professionals.
Topics to be covered include:
- Implementing Section 199 -- Making sure clients maximize their domestic production activities deduction
- How to make cost segregation work and help clients maximize the benefit association with taking depreciation deductions
- Family income-shifting techniques that really work
- Strategies for reducing the cost of employee health care
- When choosing a tax or business entity really makes a difference
- How to minimize payroll and self-employment taxes
The enrollment fee is $60 and will include admission for one person and all course materials. Reservations are required. For more information or to register for this program, please contact Hage at (928) 468-2281.
Edward Jones, its employees and investment representatives are not estate planners and cannot provide tax or legal advice. This seminar is informational only, and you should consult with a competent tax specialist or attorney for professional advice on your specific situation.
Edward Jones provides investment advice and financial services for individual investors in the United Sates, Canada and the United Kingdom. Every aspect of the company's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 9,000-plus investment representatives work directly with more than 6 million clients to understand their personal goals -- from college savings to retirement -- and create long-term strategies for their investments that emphasize portfolio diversification and a buy-and-hold strategy.
The Edward Jones interactive Web site is located at www.edwardjones.com.