Keep current with the issues and changes that affect you and your clients
Venue and Schedule:
Topic: Impact of the 2010 Tax Relief Act for 2012 and Beyond
Date: Thursday, January 19th, 2012
Time: 11:00 – 11:45 a.m.
Topics covered:
Review of pertinent provisions of the 2010 Tax Relief Act
Current impact of the Act on Estate Planning
Portability vs. Credit Shelter Trust
Other changes under consideration that impact estate planning
Sensible Estate Tax Act of 2011
Case studies
Speaker:
Joe Rowek, JD, LL.M
35 years of experience
Specializations:
• Estate and Income Tax
• Insurance Structuring
• Business Succession Planning
Business Experience:
• Counsel, Mutual Benefit Life Insurance Company
• Estate Tax Attorney, Internal Revenue Service
• Main LaFrentz & Co., CPAs
Registration:
To learn more about this unique course, contact Rich Millus at (973) 285-3649 or rmillus@sfr1.com. Additionally, please visit www.SummitFinancial.com to familiarize yourself with Summit Financial Resources, Inc.
