One hour of NC CLE, CIE, CPE, and CFP applied for.
7:30 am Door Open
7:45 am Announcements
8:00 am Presentation
9:00 am CE Ends
Title- One Big Beautiful Bill Act, OBBA
Abstract-
This program provides an in-depth review of the One Big Beautiful Bill Act (OBBBA) and its impact on individual and business tax planning. The session begins with practical tax planning strategies, including tax projections, Roth IRA conversions, income and deduction timing, retirement distribution planning, charitable strategies, and coordination among a client’s advisory team. Best practices for annual financial checkups, recordkeeping, identity theft prevention, and audit preparedness will also be discussed.
Speaker: Keith S. Hiatt, CPA, AEP, CAP
Keith is a certified public accountant and partner with the firm Breslow Starling Frost Warner Boger Hiatt PLLC in Greensboro, North Carolina. He has over 39
years of experience in the areas of corporate and individual taxation, with a special emphasis on tax, estate, retirement and financial planning for individuals and owners of closely held businesses.
Keith has a passion for helping individuals and businesses save taxes. He emphasizes the need for tax planning before tax preparation. He assists clients with an "annual financial checkup" as a critical step to stronger financial health. His experience also includes assisting foreign nationals working in the U.S. and U.S. citizens working overseas. Much of this international experience began with his employment with Deloitte, a large international accounting firm (where he was employed for 11 years).
Keith is a member of the American Institute of Certified Public Accountants, the
North Carolina Association of Certified Public Accountants, the Greensboro Estate Planning Council and the Greensboro Chapter of the Society of Financial Service Professionals. He has served as president of the latter organization. He has attained the Accredited Estate Planner designation (AEP) from the National
Association of Estate Planners and Councils and the Chartered Advisor in Philanthropy designation (CAP) from the American College of Financial Services.
Keith received his Bachelors of Science and Masters in Accountancy degrees from Brigham Young University. Keith is involved in the community. He is a graduate of Leadership Greensboro and his Leadership Greensboro study group helped start HealthServe Inc. - an organization devoted to providing health care to the poor and needy. He is a past board member and Treasurer of the Greensboro Urban Ministry. He continues to be regularly involved with his church. He served on the board of Mustard Seed Community Health, a community health clinic providing care for those in need.
.png){kind=spacer}