Also serving the communities of De Luz, Rainbow, Camp Pendleton, Pala and Pauma

Edward Jones hosting tax and legal planning strategies course

Kent Borsch, the local Edward Jones investment representative, will host a “Year-end Tax and Legal Planning Strategies” professional broadcast course at 11:00 a.m. Wednesday, December 13, at 5256 South Mission Road, Suite 807.

This program is designed to present the latest hot topics in tax and legal planning: new legislation, cases and rulings of relevance to the general practitioner in preparing 2006 tax returns and advising clients during this tax season. This program highlights the new developments practitioners will need to assist their individual and small-business clients during tax season.

This course is approved for five credit hours of continuing professional and continuing legal education for attorneys, CPAs and tax professionals. Topics covered include the 2006 legislative changes impacting small-business clients, new IRS rulings impacting individual taxpayers and small-business clients, court decisions impacting clients for the 2006 tax-filing season and tax-planning opportunities available for 2006.

For the cost of the course, required reservations or more information, please contact Borsch at (760) 941-2866.

 

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