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Year End Tax Planning

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Presenter: Mark Sellner, CPA, JD, LLM (taxation)

With just six weeks left for year-end tax planning, this presentation will highlight opportunities for identifying, discussing and implementing tax savings ideas for individual clients and their businesses.

A practical 10-point checklist of year-end tax planning opportunities will be provided and
discussed.


Learning Objectives
By the end of the session, attendees will be able to assist clients in:

  • understanding the status of the annual Extenders tax bill,
  • implementing a capital gain/loss strategy,
  • identifying permissible uses of IRAs for investment and business purposes,
  • executing charitable gifting strategies,
  • considering state tax residency,
  • completing business investments by the December 31, 2016 placed-in-service date, and
  • verifying and correcting eligible shareholder status for S corporations.
Mark Sellner CPA, JD, LLM (taxation)

Mark Sellner, CPA, JD, LLM (taxation)

 Mark Sellner consults on business and executive tax matters, including the tax consequences of buying and selling a business.

He has both Big Four and Fortune 500 corporate tax experience. Mark completed a three-year Ernst & Young National Tax Department assignment in Washington, DC, and was tax counsel and Director of U.S. Taxes at Ecolab in St. Paul, Minnesota. He has served as a partner at KPMG’s metro New York headquarters, and was a tax partner at CliftonLarsonAllen in Minneapolis, where he chaired the Baker Tilly International federal tax committee.

Mark has served as an adjunct professor of business taxation at the University of St. Thomas Law School and has served as Director of Graduate Studies in Taxation at the University of Minnesota’s Carlson School of Management. He has developed and taught graduate-level courses on corporate tax, mergers and acquisitions, accounting for income taxes, and consolidated returns in the Master of Business Taxation Program.

He teaches for leading CPA firms nationwide and is a recipient of the R. Glen Berryman award for excellence in teaching from the Minnesota Society of CPAs.

Mark completed a four-year term on the Minnesota Board of Accountancy.

Mark received his accounting degree with high honors at the University of Illinois (1978), his law degree at the University of Minnesota (1981), and a master of laws in taxation degree at Georgetown University Law Center 1988).