REGISTRATION FOR THIS EVENT IS CLOSED

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK ONLY AT THE DOOR

BREAKFAST MEETING

WEDNESDAY, MAY 17, 2023

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

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

Registration Deadline: MAY 10 (5:00 p.m.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

(Virtual Option Not Available/Presentation Will Not Be Recorded)

TAX STRATEGIES FOR FAMILY AND ESTATE PLANNING

RUSS LACOCK

Sponsored by The Catholic Foundation, Security National Bank and Texas Bank & Trust

There were several changes in 2022 that impacted family and estate tax planning. The Secure 2.0 Act was signed into law December 2022 with significant changes for retirement accounts. We will discuss some of the key provisions and details. Several court cases have highlighted how important it is to get the small details correct when forming and carrying out an estate plan. When structuring entity groups for a family, don’t forget Texas Franchise Tax implications. Russ will also discuss general planning tips for the “middle-rich”, including how to get them comfortable with making gifts. Russ Lacock is a senior manager within EisnerAmper's Private Client Services group with over a decade of expertise in public accounting. With a keen focus on delivering exceptional tax services, his specialty lies in serving high net worth individuals, closely held family businesses, trusts, & estates. Russ is dedicated to consulting with clients on their tax strategies and proactively identifying planning opportunities. He has a strong passion for the EisnerAmper’s national Best Practice Group, which emphasizes employee training and engagement as well as the smooth onboarding of acquired firms. Russell led the successful integration of the recently acquired Dallas office into EisnerAmper’s global procedures. Prior to joining EisnerAmper, Russell worked as a tax manager at a boutique tax firm specialized in family businesses and high net worth clients.

There are pending continuing education credits for this meeting.. The handout will be available on the website under the document library a few days prior to the presentation.

REGISTER WITH THE LINK BELOW.

We would like to thank the following Sponsors for their support for 2022-2023: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, Vaquero Private Wealth, American National Bank & Trust, Texas Health Resources Foundation, Ozark Trust & Wealth and The Weeks Law Firm.

IMPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with receipt - save the links for the day of the meeting (submission deadline: 5/23/23)

PAYMENT IS REQUIRED FOR MEETING REGISTRATION.

$25 - Member (program and meal)

$35 - Guest (program and meal)

$15 - Member (program only/no meal)

$20 - Guest (program only/no meal)

TO PAY VIA CREDIT CARD:  follow these instructions:

Scroll down to “Register Now”

CLICK on “REGISTER NOW” 

Complete the contact information

1. Payment Method: click “Credit Card or PayPal”
2. REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
3. Click “Pay Now”
4. “Pay with Debit or Credit Card”
5. “PayPal Guest Checkout”
6.  “Pay Now”
7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS