Nick Y. Shimoda, P.C.
186 Belmont Dr
Dothan, AL 36305

UPCOMING SEMINARS

Each of the teleconferences listed below have been approved by NASBA for 1 CPE credit. All of our seminars are archived after the event date. If you are interested in attending an upcoming live teleconference or listening to an archived seminar, please contact our firm at 334-699-2323.


2013 Seminars

  1. January 22, 2013: Estate and Income Tax Law Update
  2. February 19, 2013: Grantor Retained Annuity Trusts

Archived Seminars

  1. Jan 2007: Highlights of the New Extender Legislation & Its Impact on 2006 Returns
  2. Feb 2007: Comprehensive Estate and Financial Planning Checklist
  3. Apr 2007: New Opportunities and More in Charitable Giving
  4. May 2007: Fiduciary Tax Update
  5. Jun 2007: Coordinating Income and Estate Tax Planning for IRAs and Qualified Plans
  6. Jul 2007: Retirement Contribution Plan Update
  7. Aug 2007: Mathematics of Estate Planning
  8. Sep 2007: Practical Application of Employee Stock Ownership Plans (ESOPs)
  9. Oct 2007: Year-End Tax Planning (2007)
  10. Nov 2007: The Mathematics of Roth Conversions, Stretch IRAs and Life Insurance Used to Protect IRAs
  11. Dec 2007: 2007 in Review
  12. Jan 2008: Practical Applications of Deferred Compensation
  13. Feb 2008: Generating Additional Business During Tax Season
  14. Apr 2008: Recent Developments with Qualified Appraiser and Appraisal Requirements: The Broad Impact on Gift and Estate Tax Returns
  15. May 2008: Understanding the Adequate Disclosure Rules for Gift Tax Returns
  16. Jun 2008: Asset Protection Planning: Now More Important Than Ever
  17. Jul 2008: Planning for the New Expatriation Rules - There's More to it Than You May Think
  18. Aug 2008: Planning Opportunities with Cost Segregation
  19. Sep 2008: Survey of Tax-Favored Investments
  20. Oct 2008: Hot Tax Ethics and Practice and Procedure Issues: Circular 230 Preparer Standards, Penalties and More
  21. Nov 2008: Year-End Planning Opportunities - And What to Expect from the New President
  22. Dec 2008: 2008 in Review: The Calm Before the Storm
  23. Jan 2009: Best Planning Opportunities in Today's Low Interest Rate Environment, Plus the Impact of the New Administration
  24. Feb 2009: 10 Best Ideas to Reduce Your Client's Taxes and Keep You Busy Throughout the Summer
  25. Apr 2009: Practical Applications of the Economic Stimulus Package
  26. May 2009: The Grantor Trust Rules and their Implications
  27. Jun 2009: Strategies to Use Tax Carryforwards
  28. Jul 2009: "Cash Balance" Defined Benefit Plans
  29. Aug 2009: Suspension of the RMD Rules in 2009: What does this mean to you and your clients?
  30. Sep 2009: Handling Losses on 2008 Returns Due 10/15/2009
  31. Oct 2009: Year End Planning Opportunities
  32. Nov 2009: Roth IRA Conversions in 2010
  33. Dec 2009: 2009 in Review
  34. Jan 2010: What You Need to Know About Gift Tax Returns
  35. Feb 2010: Generating Business Beyond Tax Season
  36. May 2010: State of the Federal Estate Tax
  37. May 2010: What You Need to Know About Options
  38. Jun 2010: Step-Up in Basis Rules
  39. Jul 2010: Mid-Year Roth Conversion Update
  40. Aug 2010: Advanced GST Planning
  41. Sep 2010: The New Math of Estate Planning
  42. Oct 2010: IRAs in Review
  43. Nov 2010: Year-End Planning Opportunities
  44. Dec 2010: 2010 Year in Review
  45. Jan 2011: Individual Client Overview of December's Estate & Income Tax Legislation
  46. Feb 2011: Tax Planning with a $5,000,000 Gift Tax Exemption
  47. Mar 2011: NONE
  48. Apr 2011: NONE
  49. May 2011: Top 15 Income Tax Planning Ideas
  50. Jun 2011: The 15 Hottest Estate Planning Ideas for 2011
  51. Jul 2011: Taxation of Stock, Bond, Warrant and Option Transactions
  52. Aug 2011: Entity Sale, Reorganizations and Other Transactions for the Family Business
  53. Sep 2011: IRA Update Including Advanced Roth Conversions
  54. Oct 2011: Sid Kess' Top Ideas for Year-End Tax Planning
  55. Nov 2011: Tax Planning Opportunities in a Volatile Economic Environment
  56. Dec 2011: 2011 Federal Tax Update: Back to the Future
  57. Jan 2012: Proactive Tax Planning in 2012
  58. Feb 2012: Understanding the Adequate Disclosure Rules for Gift Tax Returns
  59. Mar 2012: NONE
  60. Apr 2012: NONE
  61. May 2012: Defective Grantor Trusts
  62. Jun 2012: Estate Planning for Business Owners
  63. Jul 2012: Planning for the Closely Held Business
  64. Aug 2012: Cracking the Income Tax Code for LLCs and Trusts
  65. Sep 2012: Setting up a Non-Profit Organization and Applying for Tax-Exempt Status with the IRS
  66. Oct 2012: Year-End Planning
  67. Nov 2012: Tax Planning after the Election
  68. Dec 2012: 2012 in Review

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The information obtained at this site is not, nor is intended to be, legal advise. You should consult an attorney for individual advice regarding your own situation.

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Copyright 2009-12 - Nick Y. Shimoda, all rights are reserved.