CICF’s Annual Charitable Gift Planning Seminar for Professional Advisors
Featuring estate and tax expert and 2014 Heckerling Institute Faculty Member
Samuel A. Donaldson
Professor of Law at Georgia State University in Atlanta, Georgia, Presenting a Tax Law Update
With estate planning constantly changing, make sure you’re up to date with this informative and entertaining recap of the important cases, rulings, regulations and legislation affecting federal income, estate and gift taxes that are of interest to estate and financial planners. Specific topics to be covered include the material participation rules for trusts, the latest in the Service’s war on aggressive conservation and facade easements, and the new income and estate tax planning paradigms for married couples.
Click here to more about our speaker, Samuel A. Donaldson.
October 15, 2014
Montage at Allison Pointe, 8580 Allison Pointe Blvd., Indianapolis, IN 46250
8:00 a.m. – Registration & Continental Breakfast hosted by Salin Wealth Management
8:30 a.m. - 11:00 a.m. Program
EARN 2 CONTINUING EDUCATION CREDITS
Legal, financial, tax, and insurance professionals will benefit greatly. (Must be present for the entire seminar to earn all credits.)
SEATING IS LIMITED! Registration is FREE. Register below by October 8.