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Analysis and Application of What Congress Has Done

Date: Wednesday, May 18, 2011
Time: 2:00 PM - 5:00 PM
Speaker: Michael Graham

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Related Document(s):
  • Tax Relief Act Outline Materials
  • Outline Materials Decanting
  • To Elect or Not To Elect Carry Over Basis
  • Power Point Tax Relief Act
  • Power Point To Elect or Not to Elect
  • Power Point of Decanting

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Top 10 Inheritance Myths: What really happens to heirs, wealth, and giving in the "Great Wealth Transfer" ***SPONSORED BY MARSH***

Russell James, JD, Ph.D

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Strategies to Increase Social Security Benefits ***SPONSORED BY ASSET LIQUIDATION SPECIALISTS AND COVENANT LIVING AT INVERNESS***

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Estate Planning Current Developments ***SPONSORED BY MOORE/FITZGERALD FUNERAL HOMES & CREMATORY***

Steve Akers, JD

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"Creating A Tax-Efficient Intergenerational Wealth Plan"

Michael Finke, PhD, CFP

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