Events

This seminar is provided as a FREE service to financial and estate planning professionals by The Salvation Army and Giarmarco, Mullins & Horton, P.C. It is Sponsored by Kotz, Sangster, Wysocki, P.C. and UHY LLP. 

Registration begins at 7:00 AM and the seminar begins promptly at 8:00 AM and includes continental breakfast. It will be moderated by Julius H. Giarmarco, J.D. LL. M.

Topics discussed:

• Recent Developments in Estate and Gift Taxation (Thomas P. Cavanaugh, Esq.)
• The GST Tax and Common Issues and Problems (Dennis J. LaPorte, CPA)
• Avoiding Costly Mistakes for Retirement Benefits Payable to a Trust After Secure Act 2.0 (Robert A. Bryant, Esq.)
• Gun Trusts (David R. de Reyna, Esq. LL.M.)

There will be a break at 9:40 AM and Q & A at 11:35 AM.

Please register by October 23.

Registration for this event is closed.

Please contact The Salvation Army Planned Giving Department with any questions: (248)200-3439