|
Estate and Financial Planning During Turbulent Times:
Charting Your Clients’ Course for Smoother Sailing
A Live Audio Seminar from CCH
Tuesday, March 31, 2009 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn How Today’s Economic Uncertainty can be a Boon for You and Your Firm
Individuals are facing a myriad of tough economic situations – market uncertainty, declines in investment and housing values – while estate and gift tax rules are at historic pro-taxpayer levels. They are looking for a place to turn for sound economic advice to help with estate and financial planning decisions now and into the future.
Tax and financial professionals can play an active role in working with their clients to navigate the current level of financial distress and uncertainty while also planning ahead to make the best use of current tax law, stimulus packages, and the potential reaction to the upcoming 2001 EGTRRA phase outs.
Your clients need you and are counting on you now more than ever. If there has ever been time to be your clients’ trusted adviser and hero, it is now. Tax and financial professionals should be in contact with every client to revisit tax strategies, estate plans and wills, investment and retirement plans, and education savings plans in an effort to minimize the impact of the current economic state and regain some stability moving forward.
This timely two-hour seminar on Tuesday, March 31, will provide practical advice to share with your clients and more than a dozen timely ideas to add to your advisor toolkit for today’s tough times. A panel of top experts, Sidney Kess, CPA, J.D., LL.M., Steve Siegel, J.D., LL.M., Jacqueline Patterson, J.D., MBT, CPA, and Daniel Daniels, J.D., will provide practical tax, financial and estate planning ideas and solutions to help your clients cope with today’s turbulent environment, while offering approaches to limit risk, increase safety, and maximize their overall financial situation. Time will be provided for you to ask your most pressing questions directly to our distinguished panel via phone or e-mail during the presentation.
Program Topics
Among the topics to be addressed are:
- Reviewing wills – what to look for and what to change
- Working with 2009 federal tax law ($3.5 million estate tax exemption and $13,000 annual gift exclusion)
- Capitalizing on low interest rates and low valuations
- Working with blended families
- Gifting and giving strategies
- Alternative estate planning options
- Anticipating a 2001 EGTRRA phase-out resolution
- Reviewing educational savings options
- State and local estate tax issues
Learning Objectives
- Develop a solid understanding of the inter-relationship of the turmoil in the housing, credit and investment markets and how these factors can lead to an increase in advisory services delivered to clients
- Recognize estate tax planning opportunities in light of the current Tax Code and potential legislation
- Establish a strategic approach to assist clients with their overall wealth management issues
Register today for this insightful program on Tuesday, March 31 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
SPECIAL BONUS—each registered site will also get a free issue of CCH’s Journal of Practical Estate Planning
About the Speakers:
 |
Sidney Kess, J.D., LL.M, CPA
Sidney Kess, CPA and attorney, is a nationally recognized tax authority who has been one of the top national leaders and authors in tax planning and education for more than 40 years. Through his long association with the AICPA's "Individual Income Tax Returns Workshop," "Corporate Tax Returns Workshop," and other programs, he has presented update, training and education programs to tens of thousands of tax planners and preparers across the country.
In conjunction with CCH, he is the co-author/developer of several classic texts and subscription services, such as "1040 Preparation and Planning," "Financial and Estate Planning Guide," “Financial and Estate Planning Reporter," "Business Strategies Guide" and numerous other products and services, including dozens of CPE programs. |
 |
Steven G. Siegel, J.D., LL.M. (Taxation)
Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University.
He is the author of several books and is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. |
 |
Jacqueline Patterson, J.D., MBT, CPA
Jacqueline Patterson is a founding partner of Haney, Buchanan & Patterson LLP in Los Angeles and she specializes in tax, estate and financial transactions.
Her emphasis is positioning individuals, businesses, and fiduciary entities for asset protection and succession planning. She advises grantors, fiduciaries and beneficiaries in matters involving the transfer, administration, investment and management of assets, and is a consultant to attorneys and CPAs in fiduciary accounting, taxation and litigation.
Ms. Patterson has held Adjunct Faculty positions in the graduate tax programs at both USC and Golden Gate University and is a nationally recognized speaker. She has taught corporate taxation, the income taxation of trusts and estates; fiduciary accounting; tax research and planning, trusts, real estate transactions and charitable trusts.
She is currently serving on an AICPA special task force studying fiduciary accounting and previously served on the Estate and Gift Technical Resource Panel for several years. She is a member of the State Bar of California, the California Board of Accountancy, the AICPA, Los Angeles Bar Association, Beverly Hills Estate Planning Council and Women Lawyers of Los Angeles. |
 |
Daniel L. Daniels, J.D.
Dan Daniels is a partner in the Trusts and Estates Department in the Stamford, Connecticut office of Wiggin and Dana LLP. Dan focuses his practice representing business owners, corporate executives and other wealthy individuals and their families.
A Fellow of the American College of Trust and Estate Counsel, Dan has been recognized as a leader in the trusts and estates field. He is listed in the Best Lawyers in America and has been included on the Worth Magazine list of the top 100 lawyers for affluent families in the United States.
Dan is a frequent lecturer throughout the United States, including lectures before the Annual Meeting of the Tax Section of the ABA, the Advanced Estate Planning Conference of the AICPA, and the prestigious Heckerling Institute on Estate Planning. Dan co-authors a monthly column on estate and charitable planning for Trusts and Estates magazine and he has published articles on estate and business succession planning in leading professional journals.
Licensed to practice in Connecticut and New York, Dan is a member of the Estates and Probate Executive Committee of the Connecticut Bar Association, as well as the American, Connecticut, New York and Fairfield County Bar Associations. Dan received his A.B. degree, summa cum laude, from Dartmouth College and his J.D. with honors from the Harvard Law School. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
Sign Up for Email Notifications
Earn CPE Credit
- Two hours of CPE credit are available for an additional $25 per person wishing to receive a CPE certificate for their participation
- Course Level: Update
- NASBA Field of Study: Taxes
- Prerequisites: None
- Learn More About CCH's NASBA Registration
Special Bonus
Firms registering for this audio seminar will receive as a bonus the following publication:
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
-
Site License: $249 – Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. ($25 CPE fee additional for each person wishing to receive a CPE certificate for their participation.)
-
CD Recording: $249 – The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
-
Site License and CD Recording Package: $349 – This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
|
Need additional tax technical, accounting / auditing or financial and estate planning training and CPE?
See the CCH Learning Center at cch.learningcenter.com. Choose from more than 250 courses!!
|
