Thursday, December 23, 2010

Free tax update - Be one of the first to study the new tax bill from an estate planning perspective

$5 MILLION EXEMPTION, 35% RATES, PORTABILITY AND MORE...Congress recently passed the “Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.” The provisions in this new law will usher in an unprecedented estate, gift, and GST tax regime for 2011 and 2012.

Join us for a review of the new laws and an interactive discussion on how to best serve our clients in light of the changes. Jeff Burr will be joining us real time from the University of Miami’s 45th Annual Heckerling Institute on Estate Planning to relay the latest planning tips and ideas as presented by the industry’s best and brightest.

Wednesday, January 12:
11:30 am - 12:00 pm: Registration
12:00 pm - 1:00 pm: Lunch and Presentation
7881 W. Charleston Blvd., Las Vegas 89117
or
2600 Paseo Verde Pkwy., Henderson 89074

Lunch will be provided. Those in attendance will receive an updated Estate Planning Checklist to use during client meetings. Please RSVP to Jamie Spring at 433-4455 or jamie@jeffreyburr.com.
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Those in attendance maintaining their CPA certification are eligible to receive 1 hour of CPE credit.

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