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Register Today!
AAA-CPA Fall Meeting & Education Conference
New York City
November 2-6, 2011
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. 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:
www.learningmarket.org. 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.
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American
Association of Attorney-CPAs
3921 Old Lee Highway, Suite 71A
Fairfax, Virginia 22030
P: (703) 352-8064
F: (703) 352-8073
E: info@attorney-cpa.com
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Host
- BERNSTEIN GLOBAL
WEALTH MANAGEMENT
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Helping
you build and preserve your wealth through the decades with
investment research, financial planning, and wealth management services.
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Program Details
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Date: Thursday, November 10, 2011
Time: 5:00pm - Registration and Light hors
d'oeurves
5:30-6:30pm -
Presentation and Q&A
6:30-7:30pm -
Networking
Location: Bernstein Global
Wealth Management
800
Connecticut Ave., NW
Washington, DC 20006
Complimentary
valet parking (bring valet tickets up to the Bernstein office to get
stamped) in our garage on H street. Park in the "Royal Parking
Garage" directly underneath our building.
Education: 1
CPE credit
Cost: FREE for members and non-members!
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Program Description
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The gifting and estate
tax legislation enacted in December 2010 arrived with far better
terms than even the most optimistic pundits could have predicted.
But, as you know, the legislation is temporary and provides
only a short window to effect important planning for
your high net worth clients. In fact, when we meet in
October, there will only be 15 months remaining to take advantage of
this unique opportunity for significant tax and wealth transfer planning.
Bernstein Global Wealth
Management whose research on planning topics is quite frequently
featured in professional publications including CPA Journal and
Trusts and Estates Magazine has completed in-depth analysis on this
unique planning environment, and will share their perspective with
our group. The focus will be on how to think about estate
planning implications of both the income and estate tax law, as well
as the current low interest rates. We believe that for many
families, planning done in this next 15 months could address all of
their estate planning needs for the rest of their lives.
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About the Speaker
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Patrick
S. Boyle joined
the firm in 2000 as a financial advisor and began working in the
Wealth Management Group in 2001; he was named a Director in 2005
and a Senior Portfolio Manager in 2010. With his expertise in
the complex planning issues faced by the firm's clients, he has been
a contributor to Bernstein's published research on a wide range of
topics, including retirement planning, single stock concentrations,
hedging, charitable giving, wealth transfer, Roth conversions and
planning for higher income tax rates. Earlier in his career, Boyle
was the senior portfolio manager for Meridian Asset Management in
Denver, responsible for managing a group of domestic and
international mutual funds. Boyle earned a BS, summa cum laude, from
the University of Denver and an MS in finance from the Daniels
College of Business at the University of Denver. Boyle is a Chartered
Financial Analyst charter holder and Certified Financial Planner.
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Questions? Call 888-ATTY-CPA
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