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Documents 2012 Gifting Opportunities

1. GIFTING OPPORTUNITIES FOR 2012 Presented by Robert Le ChevallierATTORNEY AT LAW 2. 2012: The year to make gifts to family members1. The Federal Gift/Estate Tax Exemption…

Technology Keeping It In The Family Resnick Associates

1.NEW YORK STATE CONCRETE MASONRY ASSOCIATION November 7, 2008 Turning Stone Casino Verona, NY2. CONTACT INFORMATION Terrance K. ResnickResnick Associates 2073 Doral Drive…

Documents 2012 Gift & Estate Planning Opportunities

1. Gift/Estate Planning Opportunities in 2012 Amy Joyce, CPA, J.D., Tax Manager Margolin, Winer & Evens LLP [email protected] 1 2. Estate/Gift/GST Taxes – Beneficial…

Documents 1 The Top Ten Charitable Planning Ideas for the Current Environment Kathryn W. Miree & Associates,.....

Slide 1 1 The Top Ten Charitable Planning Ideas for the Current Environment Kathryn W. Miree & Associates, Inc. October 10, 2012 Slide 2 2 The Charitable Environment…

Documents Oklahoma’s 529 College Savings Plan (OCSP). The Cost of College Use our College Planner Mobile App...

Slide 1 Oklahoma’s 529 College Savings Plan (OCSP) Slide 2 The Cost of College Use our College Planner Mobile App to learn more. Based on four years of average tuition…

Documents Planning Opportunities for Income Tax & Business Transition or Second Star to the Right & Straight.....

Slide 1 Planning Opportunities for Income Tax & Business Transition or Second Star to the Right & Straight on Till Morning Presented by: Robert S. Lipsey Peter J.…

Documents It comes down to this… The success you have enjoyed has created a problem that will someday become...

Slide 1 It comes down to this… The success you have enjoyed has created a problem that will someday become very real for those you care about. Slide 2 Succession Planning…

Documents Welcome AAIP Members

Sheraton Airport Tempe, AZ March 16, 2013 Agenda 11:00 â 12:00 - Current Federal Estate Tax Law and Estate Planning post ATRA 12:00 â 12:15 - Questions 12:15 â 12:30 -…

Documents 2012 Estate Planning Techniques Self-Settled Trusts/SLATs/Other Donor Beneficiary Techniques

Bailey, Moore, Glazer, Schaefer & Proto, LLP 16 Lunar Drive Woodbridge, Ct 06525 Tel: (203) 397-7700 Fax: (203) 397-7717 2012 Estate Planning Techniques Self-Settled…