Year-end tax guide for 2009 1 Top 20 tax planning opportunities 6 Opportunity 1: Increase withholding instead of estimated tax payments 8 Opportunity 2: Bunch itemized deductions…

This is a general estate planning and estate tax presentation that was held in 2009, and may be construed as Attorney Advertising.

ESTATE AND GIFT TAXATION OF POWERS OF APPOINTMENT LIMITED BY ASCERTAINABLE STANDARDS JOHN G. STEINKAMP* 201 203 204 204 204 205 205 205 206 207 208 208 208 209 210 210 212…

1. (Estate) Planning For Your Family’s Future Shane Kelley, Esq. The Kelley Law Firm, PL 3365 Galt Ocean Drive Fort Lauderdale, FL 33308 (954) 563-1400 2. Introduction…

1. Dolf Dunn Wealth Management, LLC Dolf Dunn, CPA/PFS,CFP®,CPWA®,CDFA Private Wealth Manager 11330 Vanstory Drive Suite 101 Huntersville, NC 28078 704-897-0482 [email protected]…

Legal and Accounting Presented by John D. Hawkins, JD, CPA [Insert your logo here] Agenda for today Taxes Income tax Estate tax How property passes at death Sample language…