BREAKFAST MEETING

WEDNESDAY, MARCH 19, 2014

(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)

NOTE:  MEETING LOCATION

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

RESERVATION DEADLINE:  WEDNESDAY, MARCH 12

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, MARCH 12)

"EASING THE IMPACT OF HIGHER INCOME TAXES"

SPEAKER: KELLIE DIDIA

As of January 1, 2013, business owners and other wealthy taxpayers are now subject to myriad of higher income taxes.  The principal reasons for these higher income taxes are the changes enacted by: (a) the American Taxpayer Relief Act of 2012 (aka the “fiscal cliff” legislation), and (b) the Patient Protection and Affordable Care Act of 2010 (aka President Barrack Obama’s healthcare legislation).  Given their level of sophistication and needs, these clients may desire to explore ways in which they can “take a bite” out of the higher income taxes they currently face.  This presentation will focus on ways in which higher net worth client (such as business owners, highly compensated employees, and individual taxpayers) may reduce and defer taxable income (and, thus, income taxes).  Kellie DiDia is a senior analyst for Pacific Life’s Advanced Designs Unit, a highly recognized team of advanced market experts for the life insurance industry.  Kellie has a specialized focus on business planning, executive compensation, retirement planning and estate planning.  Kellie is an expert on planning related to Pacific Life’s long-term care product and chronic illness rider and is a frequent presenter to life insurance producers and professional advisors.  Before entering the life insurance industry, she earned her J.D. from Pepperdine University School of Law. 

Continuing education credits are pending for this program.

Membership dues do not include meals.  Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15

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Phone Number: _________________________________

Name: ________________________________________    

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Phone Number: _________________________________

Name: ________________________________________ 

 ____$25    _$30  ____$15

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NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20

PATRON:  We would like to thank the following patron for their support:  The Catholic Foundation

Would your organization like to sponsor a meeting:  Sponsor for Meeting ($500 for 1 meeting):  Sponsorship for a meeting includes organization name on meeting notices, easel signage (sponsors provide signage) at the meeting, promotional brochures at meeting, a very brief (one minute) introduction to their organization at the beginning of the meeting and one complimentary breakfast at the meeting.  NOTE:  Each meeting can have more than one sponsor (conflicts will be eliminated by Council)