San Francisco, California
July 21 - 22, 2009

In this volatile economic environment it is now more important than ever to help your high-income clients preserve wealth. Let nationally renowned tax experts, speakers and authors, Andy Biebl, CPA, and Bob Ranweiler, CPA, of the firm Larson Allen help you effectively respond to individual income tax planning issues.

Click here to register online now!

Conference Objectives
This conference will give you the tools to help your high-income clients preserve and build wealth.

Who should attend?
Practitioners who have tax planning responsibility.

Conference Chairmen and Keynote Speakers:

• Andy Biebl, CPA: Author and Instructor, PPC Federal Tax Update; Author, Biebl Ranweiler Portfolio Series published by PPC; Tax Principal, Larson Allen
• Bob Ranweiler, CPA: Author and Instructor, PPC Federal Tax Update; Author, Biebl Ranweiler Portfolio Series published by PPC; Tax Principal, Larson Allen

Date and Location
July 21 - 22, 2009 | San Francisco, CA

Pre-Conference Session Available!
July 20, 2009, 1:00 pm - 5:00 pm

Hyatt Regency San Francisco
888.421.1442
$204 per single/double room

Registration Fee
$769 (Main Conference)
$179 (Optional Pre-Conference on July 20th)

CPE Credit
16 Hours (Main Conference)
4 Hours (Pre-Conference)
Intermediate | Taxation

To Register
Click here to register online now or call 800.231.1860.

An incredible conference, at an incredible resort hotel, at an incredible price!

Session Topics

For a printable schedule detailing your choices for each conference session period, plus a printable order form, see this conference's pages in the PPC and AuditWatch Conferences catalog.

General Sessions:

Current Tax Developments and Analysis of the 2009 Economic Stimulus Bill
A lot has happened since tax season! This session will present the latest on IRS developments as well as the buzz from Congress. Coverage of the tax provisions in the 2009 Economic Stimulus Bill will be included. Find out the most important issues affecting your high-income clients.

State of The Economy: Insights on How Current and Future Economic Conditions Might Impact Your Clients
This session will cover the latest on where our economy has taken us and what lies on the horizon for your high-income clients.

What You Need to Know About the Onerous Passive Loss Grouping Rules
What are the latest issues in the passive loss area? This session will discuss the opportunities and pitfalls of the 1.469-4 grouping election in the face of the pending IRS disclosure rule, and IRS guidance in this area including discussion of major passive court cases and trends.

Case Studies in Wealth Preservation
This discussion will use case studies to highlight common (and not so common) situations in high-income tax planning and wealth transfer. This lively session will take you through specific examples and offer practical solutions for your clients related to wealth preservation.

Concurrent Sessions:

Understanding the Tax Ramifications of Ponzi Scheme Losses
Billions of dollars have been lost in Ponzi and other Pyramid Schemes. How are these losses treated for tax purposes? How is basis in the investment determined? Many other important tax questions exist pertaining to taxpayers who lost money in these schemes. Join us for a discussion of the ins and outs of the tax treatment for these losses.

Debt Relief: Advising Clients with Distressed Businesses
This session will focus on how to deal with your high-net worth client’s distressed business. Topics include foreclosures, bankruptcy, and net operating losses, among others.

Expanded Section 179 and Restoration of 50% Bonus Depreciation
What property qualifies for 50% bonus depreciation? How do the expanded provisions on Section 179 affect high-income clients? What unique opportunities have been created for high-income clients to offset additional income with these incentives? These are just a few of the questions that will be answered at this informative session.

Estate Planning Considerations for High Net-Worth Individuals
New legislation has added or will add several wrinkles in estate planning. This session will discuss discount techniques, higher exemption limits and the effect that recent changes have regarding the high net-worth individual.

Retirement Funding in the Current Economic Environment
This session will offer practical guidance on how to advise high-income business owners on retirement funding. Focus will be on 401(k) options, college funding and discussion of retirement plan options.

Charitable Giving Strategies
This session will provide guidance on how your clients can use charitable trusts, private foundations, pooled income funds, and other strategies to accomplish their charitable giving goals and provide significant tax savings.

Roth Conversions in 2010
Roth IRAs are a popular retirement plan choice for Americans. With income limits removed in 2010 and delayed tax payments on conversions, Roth IRAs may be an attractive option for many of your clients. This session will discuss the new opportunity and help you advise your clients on their investment strategy.

Partnerships
This session will address the unique issues associated with gains, losses, capital contributions, distributions and more. Learn the latest on critical IRS guidance in the Subchapter K area, including clarification of new disclosure requirements promulgated by the IRS.

Family Office Services
Should your firm get involved in Family Office services? What special skills or services are required? Enjoy the presentation of a hands-on practitioner who has worked with Family Office situations.

Alternative Minimum Tax (AMT) Update
Much continues to happen to bring Alternative Minimum Tax back in the forefront. The discussion will focus on AMT exemptions and new developments impacting Minimum Tax Credit carry forwards. AMT minimization opportunities will be presented.