2012 Year-End Estate Planning - Dallas, TX

Nov 15, 2012 05:30pm -
Nov 15, 2012 06:45pm

Event Description

American Association of Attorney-CPAs

2012 Year-End Estate Planning  

 

North Texas Chapter Meeting  

November 15, 2012 

 

 Upcoming National Events    

 

 

Southwest Regional Education Conference

January 25-27, 2013  

Barton Creek
Austin, TX

 

Northeast Regional Education Conference
May 3-5, 2013
Hershey Lodge  Hershey, PA

 

Annual Meeting & Education Conference  

July 3- 9, 2013
Dual City Meeting: Boston, MA and Cruise to Canadian Maritimes
[Cruise will be aboard The Carnival Glory from July 4-9, 2013]    

 

Fall Meeting & Education Conference
November 6-10, 2013
Vdara at Citycenter
Las Vegas, NV 

Program Description

 

2012 is the best year for estate planning.  The estate tax and gift tax exemptions are at historical highs of $5,120,000, but they fall to $1,000,000 on January 1, 2013.  The estate and gift tax rate of 35% is the lowest rate in almost a century, but the rate reverts to 55% on January 1, 2013.  Other factors contribute to creating a "Perfect Storm" for estate planning in 2012, but this limited opportunity expires soon.  This presentation will detail several techniques for taking advantage of the favorable 2012 law.

 

Speaker

 

Steven Novak

The Blum Firm

 

Mr. Novak has been named one of the 2012 Texas Rising Star Super Lawyers for attorneys 40 or younger in practice 10 years or less.

Registration

Date: Thursday, November 15, 2012

 

Time: 5:30 to 6:45 p.m

Location: Bernstein Global Wealth Management

                 2000 McKinney, Suite 2100

                 Dallas, TX  

                 

Education Credit: 1 (M)CLE/CPE credit 

 

Cost: FREE for Members, Guests and Non-Members

 

Click the "Register for this Event" link below or click here to download a registration form. 

 

CONTINUING EDUCATION INFORMATION

AAA-CPA  continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, 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 American Association of Attorney-CPAsis 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. These programs meet 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. 

 

 

 

 

 

 


Event Type:Chapter Meeting
Early registration ends on Nov 08, 2012.
Regular registration starts on Nov 09, 2012 and ends on Nov 14, 2012.
Late registration starts on Nov 15, 2012.

 

 
 
 
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