Domino Effects of Estate Planning (CPA)
Date: Wednesday, May 18, 2011
Time: 7:30 AM - 9:00 AM
Location: Southfork Hotel, Plano
Speaker: Carolyn Smith
BREAKFAST MEETING
WEDNESDAY, MAY 18, 2011
(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
SOUTHFORK HOTEL
(East side of US 75 just north of 15th Street)
RESERVATION DEADLINE: THURSDAY, MAY 12
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY THURSDAY, MAY 12)
DOMINO DYNAMICS/ EFFECTS OF ESTATE PLANNING
CAROLYN SMITH
This presentation will discuss how to apply the domino dynamics of estate and succession planning services to expand your services to clients. The discussion will include what the history of estate and gift taxes tell us, benefits of an 'above and below the line' process, how to make collaboration as part of the process, why ongoing management is critical to long-term success and case studies. Carolyn J. Smith, CPA, HealyPartners - Carolyn has over twenty five years of experience specializing in wealth management services, estate planning, and succession planning for high-wealth individuals and business owners and has received the Accredited Estate Planner designation. PROFESSIONAL EXPERIENCE: Estate and succession planning, succession planning for closely-held businesses, individual income tax returns and planning, estate administration and reporting, insurance review and analysis, income tracing under community property laws, IRS representation. PROFESSIONAL AFFILIATIONS Accredited Estate Planner Legacy Wealth Coach Stephen Minister American Institute of Certified Public Accountants (AICPA)Texas Society of Certified Public Accountants (TSCPA)National Association of Estate Planners and Councils San Antonio Chapter of TSCPA San Antonio Estate Planners Council Individual Insurance Licenses (general lines-life, accident, and health)NASD Series 7 and 66 Securities Licenses.
Continuing education credit pending for 1.0 Hour.
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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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
Is your organization interested in sponsoring a meeting? Contact Teresa (214-340-8020) for more information.
