Post-Election Tax Planning Conference
Pivotal Financial & Estate Planning Issues for 2009 and 2010: A Game Plan for Your Clients
Moderated by: Sidney Kess, Esq., CPA, JD, LLM
Daniel L. Daniels, Esq., Partner, Wiggin and Dana
James F. Kelly, Esq., Partner, Davidson, Dawson & Clark LLP
Martin M. Shenkman, CPA, PFS, MBA, JD, Martin M. Shenkman, P.C.
Steven Siegel, JD, LLM, President, The Siegel Group
Designed for CPAs, attorneys, financial planners, insurance advisors, investment advisors, and other professionals in wealth management, who are currently advising their clients on individual and corporate income tax preparation and estate planning.
Objectives: Be prepared for the 2009 and 2010 tax season in the areas of estate and financial planning and business and individual taxation. Any new legislation will also be presented.
Recommended CPE Credit Hours: 8