CB&H Seminar: Planning for Retirement in an Uncertain World (Chesapeake, VA 4/25/12)
In a world where financial uncertainty and economic strain have impacted many individuals, comprehensive planning has become increasingly critical for retirement. With proper planning and advice, one can properly navigate the complex world of retirement. When: Wednesday, April 25, 2012 Registration Deadline: Wednesday, April 18, 2012 Where: SpringHill Suites, Chesapeake Greenbrier 1446 Crossways Boulevard Chesapeake, VA 23320 This event if free of charge. Join CB&H Wealth Management Services and Oast & Hook for an informative joint seminar that will give you a comprehensive look at both the estate planning and the financial planning elements of retirement. Advisors from both perspectives will provide you with. Read More.
CB&H Estate Administration & Income Tax Seminar (2/1, Virginia Beach)
Join CB&H on February 1, 2012 in Virginia Beach, VA as we explore the decisions required in administering estates including tax elections, distributions of assets to beneficiaries, filing of tax forms and preparation of inventories. This small investment of your time will allow you to be more informed and have a better understanding of the complications of administering estates plus helpful strategies for the completion of tax and probate forms. Key Discussion Topics: Final Individual Income Taxes Estate Inventories—preparations and deadlines Estate Accounting—preparations and deadlines Estate & Trust Income Taxes Estate & Gift Taxes Planning Ideas & Strategies Date & Time February 1, 2012 8:00 a.m. to. Read More.
CB&H Seminars: Estate Planning with the New $5 Million Exemption (Hampton Roads, 11/10)
Join us on Thursday, November 10, 2011 as we discuss “ How to Keep What You Have: Estate Tax Planning with the New $5M Exemption and Protecting Your Assets from Creditors .” For 2011 and 2012, the transfer tax exemption has been raised to $5 million. Mike Kirkman , CB&H’s Director of Estates & Trusts, and Robert Miller , an estate planning attorney with Williams Mullen, will share with you ways to take advantage of this new law while it’s still in effect. Topics to be covered include: Use it or Lose it! – Only 13 months remain The $5 million exemption and gifting implications Planning with depressed real estate Maximizing the leverage of your exemption amount LLC vs. Trust – Where to get the. Read More.
International Tax Trends and Challenges: webinar recording now available
CB&H presented the webinar “International Tax Trends and Challenges” on Thursday, November 18, 2009. Led by Bill Elliott , the webinar reviewed the fundamentals of U.S. transfer pricing in the context of international transactions between affiliates, and the six basic principles of U.S. Transfer Pricing embodied in Section 482 of the Internal Revenue Code. Click here to download the slides (pdf) Click here to view the webinar For a full description of the webinar, click here For any additional information on the range of international services offered by CB&H, please contact Bill Elliott .
CB&H Seminar: Unclaimed Property: The Impact of Ever-Changing State Escheatment Laws (Vienna, VA)
Enforcement of unclaimed property regulations has evolved to include not only large corporations, but also small to mid-size businesses. Entities that were previously off the auditing radar are now facing fines, penalties and interest for non-compliance. This is a direct result of states’ rapidly changing escheatment laws and their use of third-party contingent fee based auditors in 40 states. A wide variety of property types such as accounts receivable credit balances, un-reconciled inventory as well as unredeemed rebate property, unused gift card or stored value card balances and un-cashed checks are frequent targets as states increasingly develop and enforce unclaimed. Read More.
CB&H Seminar: Beyond the Horizon – Charting a Course to Investment Recovery (Virginia Beach, VA)
In today’s turbulent economy, many are wondering how to proceed in an uncertain market. Although we can not predict the future, we can offer sound advice for making smart financial decisions in regards to your investment portfolio and tax position. Join us as our wealth management and tax specialists discuss the investment recovery process and what you can do to take advantage of today’s current economic situation to get back on track. We will also discuss the potential tax law changes that could affect your short-term financial future. Session to cover the following topics: