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October 18, 2022
8:00AM - 9:10AM

FPA Central Ohio presents Tax Planning During Volatile Times

Fawcett Center

Tax Planning During Volatile Times


Tuesday, October 18, 2022

presented by

William Vasil, CPA, CFP®, MAcc

Tax Presentation Oct 2022 FPA

The last few years have brought unprecedented change and 2022 is no different. This presentation will discuss recent Ohio tax law changes that impact the determination of Ohio Business Income and a way to work around the $10,000 Federal cap on state and local tax deductions. Common Ohio audit areas will be discussed including ways to prevent costly assessments. The presentation will also cover Ohio city tax changes that impact many businesses. In addition, there will be a case study on stock options including commonly missed planning opportunities and reporting errors. The presentation will conclude with planning considerations in a volatile stock market.

Learning Objectives:

  1. Understand changes to Ohio tax law.
  2. Understand stock option taxation.
  3. Learn planning strategies for volatile market.

Featured Platinum Partner:

Calamos Investments

 

We have been granted 1 hour of CFP CE from the CFP Board and 1 hour of Ohio Insurance CE. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions!

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Add to Calendar aCLuDhaqizCaPxAftmqF167204 10/18/2022 08:00 AM 10/18/2022 09:10 AM false FPA Central Ohio presents Tax Planning During Volatile Times Tax Planning During Volatile Times Tuesday, October 18, 2022 presented by William Vasil, CPA, CFP®, MAcc Tax Presentation Oct 2022 FPA The last few years have brought unprecedented change and 2022 is no different. This presentation will discuss recent Ohio tax law changes that impact the determination of Ohio Business Income and a way to work around the $10,000 Federal cap on state and local tax deductions. Common Ohio audit areas will be discussed including ways to prevent costly assessments. The presentation will also cover Ohio city tax changes that impact many businesses. In addition, there will be a case study on stock options including commonly missed planning opportunities and reporting errors. The presentation will conclude with planning considerations in a volatile stock market. Learning Objectives: Understand changes to Ohio tax law. Understand stock option taxation. Learn planning strategies for volatile market. Featured Platinum Partner:   We have been granted 1 hour of CFP CE from the CFP Board and 1 hour of Ohio Insurance CE. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions! See Who's Coming Fawcett Center