"Estate & Personal Tax Planning" Breakfast Program

How to use Estate Planning to Address Needs and Minimization of Taxes

The current federal and state estate, gift and generation skipping transfer tax laws are complex with both planning opportunities for the informed and traps for the unwary.  Please join us on November 29th for an overview of the areas that you must understand as well as a discussion of proposed tax law changes that may radically change the existing landscape.

Breakfast will be served.

Speakers

Sarah Brownlow

Associate
Nixon Peabody

Rob Tavis

Tax Partner, Private Client Services
BDO USA, LLP

Credits

1.00 CPE
Basic

Method

group-live

Field

Taxes, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.