CPE Webinar

2021 Year-End Tax Planning for Individuals

November 10, 2021

This webinar will highlight tax-saving steps individuals and families can take before year end. Individual taxpayers have the opportunity to take last minute actions to save taxes in 2021 or roll savings into 2022, when tax rates may be higher. Cherry Bekaert’s Tax team will also discuss strategies and ideas in anticipation of proposed tax law changes impacting family wealth and gifting.

Learning Objectives

  • Identify actions individuals can take before year end to save on taxes
  • Highlight recent developments in proposed tax legislation that impacts individuals
  • Consider options for transferring family wealth to the next generations

Speakers & Moderator

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Hours of CPE | 1 Hour
Deliver Method | Live Webinar
Program Level | Beginner
CPE Category | Taxes

CPE Sponsors Logo*Cherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. | www.learningmarket.org

Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies

Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Cate Miller at cate.miller@cbh.com or 704.940.2661 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to Cherry Bekaert LLP, 6806 Paragon Place, Suite 310, Richmond, VA 23230, ATTN: Cate Miller

Record Retention Policy

Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

  • Course outline
  • Course content and handouts
  • Sign in sheets
  • Dates and locations of training courses
  • Instructor credentials
  • Course evaluations
  • CPE certificates stating amount of recommended CPE credit

Refund and Cancellation Policy

Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is canceled or if participants are unable to attend the rescheduled event.

Participants who must cancel their course registration 10 or more business days in advance of the event must contact Cate Miller to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.