Online Course Catalog

Year End Tax Planning Tips for Solo/Small Firm Businesses for 2012 and Beyond

Continuing Legal Education

Significant tax changes went into place January 1, 2013. However, there are still special breaks available for 2012 and taking action before December 31, 2012, could reduce taxes for 2013 and beyond. Know which tax breaks you should take advantage of now as many are set to expire by the end of 2012. Discover what new tax regulations may be on the horizon, including changes in tax rates, accelerated depreciation, and estate valuation. Planning now for tomorrow’s tax changes could have a significant impact on your (and your clients’) bottom line.

Some areas we will cover and more:

  • 2010 Tax Relief Act - A Temporary Gift from Washington
  • Take advantage of reduced individual income tax rates
  • Make Roth IRA Conversions in 2012
  • Reduce Exposure to 3.8% Surtax on Post-2012 Investment Income
  • Planning with reduced capital gains and qualified dividends through 2012
  • Elect Section 179 Expensing
  • Take advantage of Bonus Depreciation for 2012
  • Make the most of gift tax planning in 2012
  • Take advantage of generation-skipping transfer tax changes
  • Revise estate plans for now and beyond
  • Portability of unused exemptions between spouses
  • A Look into the Crystal Ball - Likely tax law changes beyond 2012

(Disclaimer: IndyBar is aware that there is an issue with the first 2 slides. Please refer to the attached materials. At the end of this presentation, a Q&A session is conducted. IndyBar is aware that not all questions are repeated nor captured on audio. We apologize for this and hope it does not detract from the overall course offering.)

Attorneys in Indiana can currently receive up to six hours of credit per three year educational period through approved distance education activities. If you attended the live version of the program you cannot receive credit for viewing the program again online.

Event Code
Credit Hours
2.00 CLE (General)
William R. Owen, BGBC Partners LLP
November 29, 2012

Minimum Browser Requirements:   Internet Explorer 8+, Firefox 2+, Chrome, Safari 4+, Opera 9.5+ with Javascript

Registration Form

Registration Options

Member Online$65.00Login »

Registrant Information

Event Policy

RESERVATIONS/CANCELLATIONS FOR LIVE EVENTS.  To ensure the utmost accuracy in our reservation records, the Indianapolis Bar Association cannot accept reservations over the phone for CLE seminars, luncheons, or other programming. Reservations must be delivered or mailed to the Indianapolis Bar Association office, faxed to (317)269-1915, or e-mailed to Reservations received less than 24 hours prior to an event and walk-in registrations cannot be guaranteed; they will be accepted on a space-available basis, will include an additional $5 charge, and may not include lunch. Cancellations must be made 48 hours prior to the program to receive a refund. If no cancellation is received, payment is due in full. For arrangements due to physical disability, please call the Indianapolis Bar Association at (317) 269-2000.

RESERVATIONS/CANCELLATIONS FOR ONLINE COURSES.  Your purchase provides a 30 day access from the time of purchase to view and complete the educational requirements of the Indiana CLE Commission.  Failure to complete the online course within 30 days will require you to re-enroll and purchase again in order to view and complete the education program.

NOTE: CLE credit will not be reported to the Indiana Supreme Court Commission for Continuing Legal Education (CLE Commission) until payment for the course has been received in full.  The CLE Commission will not approve online CLE credit if you previously received credit for the same live course.  It is your responsibility to monitor your credits.

OWNERSHIP AND USE OF IMAGES AND OTHER INTELLECTUAL PROPERTY.  All registrants, instructors, exhibitors and guests attending any Indianapolis Bar Association event acknowledge and agree (a) that they may be photographed and/or video-recorded during such event, (b) that any such photographs or recordings are solely the property of the Indianapolis Bar Association, and (c) that the Association may publish, duplicate, and otherwise use such photographs, recordings, and identifying information about the persons in the photographs and recordings to promote the Association and its services.