How to Avoid the Upcoming Tax Armageddon*
*Regional Professional Education Course.
Sponsored by the Sam Houston Area Council, Boy Scouts of America
September 25, 2013
9:00 AM to 3:30 PM
Cockrell Scout Center
2225 North Loop West
Houston, Texas 77008
REGISTER ONLINE BY SEPTEMBER 21, 2013
All CPA’s, Attorneys, & CFRE’s are invited to attend this complimentary course. You will receive credit hours: CPE 5.50 or CLE 5.50 and a certificate of completion will be issued. No pre-requisites required to complete the course and lunch will be provided. You will have the opportunity to add your name/company to the New Estate Planning Professional Directory.
Speakers:
-
Michael C. Riddle- Estate Planning Attorney
Mike is president and owner of Riddle & Akiens, LLP and has practiced law for over 30 years.
- Frank D. Mullins- Legacy Wealth Counselors
Frank delivers the Heritage Process through collaborative team efforts on behalf of his clients.
- Karen Akiens - Estate Planning Attorney
Karen Akiens is a partner in the Houston law firm of Riddle & Akiens, LLP.
Course Objectives:
*Learn how to save estate taxes for the small business owner and continue the business for generations.
*Review how to minimize estate taxes and increase your spendable income.
*Learn about the Scouting Heritage Society of the Sam Houston Area Council.
*Hear the story of successful families that have changed their world through effective estate planning.
*Learn about The Heritage Process and how it can benefit you and your clients. After the course, you will have the opportunity to read the book "The Midas Curse" that is provided for free at the Course. Here is an excerpt from the book "The Midas Curse". Also, here is a PDF of the presentation.
*Learn three key points from Heritage Planning: 1. The emotional inheritance must be successfully passed before the financial inheritance can be constructively received by beneficiaries. 2. Cultivating a culture of effective inter generational communication is one essential of successful multigenerational families. 3. The primary objective of financial capital is to provide for the optimization of the human and intellectual capital of the family(that does not mean the optimization of lifestyle).
The Day's Agenda
Time Session
9:00 - 9:10 Opening Remarks/Welcome
9:10 - 10:10 Basic Estate Planning
10:10 - 10:20 Break
10:20 - 11:20 Advanced Estate Planning
11:20 - 12:10 Lunch - The Sam Houston Area Council, BSA
Importance of Endowment – A Donor’s Perspective
12:10 - 1:10 The Elements of Heritage Planning
1:10 - 2:10 Charitable Gifts of Closely Held Business Interests
2:10 - 2:20 Break
2:20 - 3:20 2014 Tax Changes
3:20 - 3:30 Closing Comments
REGISTER ONLINE BY SEPTEMBER 21, 2013
OR BY FAX (713-659-6729)
Name: ________________________________________________
Title/Firm: ________________________________________________
Address: _________________________________________________
City, Zip: _______________________________________________
Telephone: _______________________________________________
Email: __________________________________________________
DON’T MISS THIS OPPORTUNITY!!!
For additional information, contact Devin D. Koehler CFRE at (713) 756-3321 or Devin.Koehler@shac.org.
*Continuing Professional Education Course OR Minimum Continuing Legal Education Course
