November brings Thanksgiving, a time to reflect on what we have and to help others. Charitable Planning and Gifting can fulfill these charitable goals as well as provide for tax benefits. This month we will be discussing Lifetime Gifting, Charitable Bequests, Charitable Trusts, and how all these work with your Estate Plan. Light Continental  Breakfast […]

November brings Thanksgiving, a time to reflect on what we have and to help others. Charitable Planning and Gifting can fulfill these charitable goals as well as provide for tax benefits. This month we will be discussing Lifetime Gifting, Charitable Bequests, Charitable Trusts, and how all these work with your Estate Plan. Complimentary Lunch will […]

How to Identify and Create Opportunities in a Changing Tax Environment Developed especially for: CPA’s, CFP’s, & Insurance Professionals Day 1 * Effective Estate Planning The World has Changed * Introduction to Income & Estate Taxation * Tax Issues for 2019 * Problems with Traditional Planning * Revocable Living Trusts * Planning that Focuses on […]

How to Identify and Create Opportunities in a Changing Tax Environment Developed especially for: CPA’s, CFP’s, & Insurance Professionals Day 1 * Effective Estate Planning The World has Changed * Introduction to Income & Estate Taxation * Tax Issues for 2019 * Problems with Traditional Planning * Revocable Living Trusts * Planning that Focuses on […]

November brings Thanksgiving, a time to reflect on what we have and to help others. Charitable Planning and Gifting can fulfill these charitable goals as well as provide for tax benefits. This month we will be discussing Lifetime Gifting, Charitable Bequests, Charitable Trusts, and how all these work with your Estate Plan. Complimentary Snacks & […]