This program will utilize case studies to illustrate tax saving strategies that are often overlooked with clients.   The speaker will outline the steps necessary to efficiently and effectively implement the strategies while avoiding common pitfalls.  Topics covered will include Ohio joint filing credit planning, recent state tax residency developments, alternative minimum tax stock option planning, itemized deduction phaseout considerations, Roth conversion opportunities, and Ohio municipality days-out planning.

Reminder: Members must cancel by Thursday, November 9th at noon or they will incur a $15 charge.