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AAACPA South Texas Virtual & Breakfast Meeting - May 2023 (Part 2 of 2)
Friday, May 19, 2023, 9:30 AM - 10:30 PM EDT
Category: Chapter Event

Friday, May 19, 2023
8:30am - 9:30am Central // 9:30am - 10:30am Eastern

South Texas AAA-CPA Breakfast Meeting:
Increase Your Expertise in Estate Planning Strategies (Session 2 of 2)
In-Person & Virtual

Class presented by: Leonard Weiner, JD, CPA, MBA, AEP® 

Program Description
This program is part one of the two part series, Increase Your Expertise in Estate Planning Strategies.
This program will explore:

  • How estate planning can help clients save income and transfer taxes (which are estate, gift and “GST” taxes)
  • How estate planning can help clients while they are alive and help loved ones after clients pass away
  • Forty tax saving and non tax techniques to help clients
  • Why many clients are not aware of the need to engage in timely and good estate planning
  • Why it is important for you to help clients achieve the benefits from their estate plan
  • The surprising broad interpretation of IRC Sec. 2036 (a)(2) by all Tax Court Judges which may have the effect of wrecking many new and pre-existing estate plans which complied with published tax law when the plan was implemented
  • How clients may address this risk for their existing and future estate plans.

This event is both in-person at the FCA Offices in Houston, TX, and streamed virtually through zoom. Breakfast is provided for those joining in-person.

This meeting is both in-person and virtual.

The Financial Advisory Group, Inc.
5599 San Felipe, Suite 900
Houston, Texas 77056
*Parking is complimentary

Education Credits
This program offers 1.0 CPE credit and should offer 1.0 (M)CLE credit in Texas only. (M)CLE credit for other states may be permitted via self-reporting.
AAA-CPA will only report education credit to the state bars of dues-paid members; any state reporting fees will be the responsibility of the member.

No charge for members; $40 for non-members

Click here to register