Preserving the $5,120,000 Exemption & Other Estate Planning Ideas - Houston, TX

May 18, 2012 08:00am -
May 18, 2012 09:00am

Event Description

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American Association of Attorney-CPAs

 The South Texas Chapter of the AAA-CPA present:


"Preserving the $5,120,000 Exemption & Other

Estate Planning Ideas" 


Speaker:  Leonard Weiner, JD, CPA, MBA 

Weiner & McCulloch, PLLC 


Save the Date!

Annual Meeting & Education Conference 

June 30 - July 5, 2012

Seattle, WA 



AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and qualify for credit both as CPE and CLE. The decisions of various state authorities determine the actual credit granted.  There are no prerequisites or advance preparation requirements for this course.   


Accounting CPE/Legal CLE/MCLE  

The AAA-CPA is  registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors and CLE in the States of Florida, Texas, and Pennsylvania. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: A brochure with full details of the program is available from the association at 888-288-9272. This program meets the NASBA standards of 1 (50 minute) hour of instruction. If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state.  






Program Details

Date: Friday, May 18, 2012   


Location: FCA Offices
, 791 Town & Country Blvd., Suite 250, Houston, TX

1 CPE/(M)CLE credit 



Speaker Biography 

Leonard Weiner helps clients in most areas of law relating to Estate, Income Tax and Business Planning.  He received his Bachelor of Science from the Wharton School of Finance, his Juris Doctorate from Georgetown University Law Center, and his Masters of Business Administration from University of Maryland.  Leonard is a certified in Estate Planning and Probate Law, as well as Tax Law by the Texas Board of Legal Specialization.  He is a Certified Elder Law Attorney through the National Elder Law Foundation and is licensed to practice law in 39 states where ninety-four percent of American's live.  He was awarded the Louis S. Goldberg Memorial Award for Outstanding Achievement  from the American Association of Attorney-Certified Public Accountants.  Leonard received the Presidential Citation from the Houston Chapter of the Texas Society of Certified Public Accountants for valuable contribution.  He was recognized by Texas Monthly as an outstanding Estate Planner in their September 2010 issue.  Leonard will be listed as a 2011 Super Lawyer for Tax Law.  He received the President's Award for Outstanding Service from the Houston Bar Association.  Leonard is a member of the Steering Committee of and will become Chair Elect for Synergy Summit, which is composed of two American Bar Association Sections, two American Institute of Certified Public Accountants Sections, American Association of Attorney - Certified Public Accountants, Inc., National Association of Estate Planners & Councils ("NAEPC"), National Association of Elder Law Attorneys ("NAELA"), Society of Financial Service Professionals, and the Partnership for Philanthropic Planning.  He is a former National President of the American Association of Attorney-Certified Public Accountants, Inc. and a former president of the Houston Chapter of the Society of Financial Service Professionals.  













Event Type:Chapter Meeting
Early registration ends on Jan 23, 2012.
Regular registration starts on Jan 24, 2012 and ends on May 17, 2012.
Late registration starts on May 18, 2012.