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Documents With Consideration for Those Living With Chronic Illness By: Martin M. Shenkman, CPA, MBA, PFS, AEP,...

Slide 1With Consideration for Those Living With Chronic Illness By: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD Slide 2 CaveatsCaveats Nothing in these slides or any accompanying…

Documents Council Conversations August 16, 2012 Government Relations.

Slide 1Council Conversations August 16, 2012 Government Relations Slide 2 Leadership Webinar Series ©2012, Partnership for Philanthropic Planning Next Series October 3New…

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 Unit 8, part 1 Estate Planning: What is it? What Happens When I die? Common Goals, And Other Things....

Slide 1 Unit 8, part 1 Estate Planning: What is it? What Happens When I die? Common Goals, And Other Things You Should Know! Chuck Moore, Department of Agricultural and Resource…

Documents Legal and Accounting Presented by John D. Hawkins, JD, CPA

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…