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HMV Executive Seminar Series
– June 30, 2009
The second seminar in our 2009 CPA's In Industry Executive Seminar Series took place Thursday, June 18. Several CPAs from HMV spoke on the topics of Annual Business Checkup, Estate Freeze Techniques, and Obama's Budget Proposals and Repeals.
Ron Stewart went over the things every business should consider in its annual business checkup, including a checklist for tax-effective corporate minutes and business exit strategies.
With asset values low, coupled with low interest rates and the possibility of discounts disappearing, now is an ideal time to transfer wealth to family members. Alice Frazier and John Schmidt covered several estate freeze techniques that can be used to take advantage of the current economic situation and minimize estate and gift taxes.
Wrapping things up, Gerry Hedgcock gave an overview of the current political scene and discussed the impact of the Obama Administration's proposed legislation and regulations. You can read a brief summary of the Administration's revenue proposals in our featured article, The Obama Administration: Fiscal Year 2010 Revenue Proposals.
The final seminar of our 2009 series, Accounting and Tax Forecast - Looking Ahead to 2010, will be held Thursday, October 29.
If you would like to receive emails concerning our seminars, or would like to RSVP, please email Amanda Speckman at aspeckman@hmvcpa.com.
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