"The Clock is Ticking….Lifetime Gift Planning in 2012" - Boston, MA

Sep 05, 2012 07:30am -
Sep 05, 2012 09:30am

Event Description

American Association of Attorney-CPAs

"The Clock is Ticking....Lifetime Gift Planning in 2012"

September 5, 2012 at 7:30am eastern 

Register today

 

 Upcoming National Events    

 

Fall Meeting & Education Conference
November 7-11, 2012
PGA National Resort & Spa
Palm Beach, FL

 

47th Annual Heckerling Institute on Estate Planning
January 14-18, 2013
Orlando World Center Marriott
Orlando, FL
Interested in Sponsoring an AAA-CPA event? Click HERE to download the sponsorship form.

 

Southwest Regional Education Conference
January 18-20, 2013  Hotel TBA
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

 

 

Like us on Facebook 

 

Follow us on Twitter 

 

View our profile on LinkedIn 

Description

The presentation will cover the following:

  • Advising Clients on Lifetime Gifting in 2012
  • Advantages and Drawbacks of Substantial Lifetime Gifts
  • Ideas for Using Exemption
  • GST Tax Issues in 2012
  • A Look Ahead to 2013

Speakers  

Jay M. Pabian and Sarah M. Allen
Pabian  & Russell, LLC

 

Jay M. Pabian, is a managing partner of Pabian & Russell, LLC, has more than 25 years' experience as a tax lawyer and certified public accountant. He provides sophisticated yet practical legal and tax advice and representation to his clients. Jay's areas of concentration include business and employment law, tax law, wills and trusts, estate and wealth preservation planning, asset protection planning, special needs planning, business succession planning, estate and trust administration, and franchise law. His clients consist of high-net worth individuals, senior executives, privately held businesses, law and accounting firms, medical and dental practices, financial service providers, franchisee associations, supply-chain purchasing and distribution entities, and health and non-profit organizations. 

 

Sarah M. Allen is a senior associate with Pabian & Russell, LLC, concentrating in a broad range of estate matters including special needs planning, complex trust planning, estate tax planning, will contests, estate administration, trust/trustee disputes, guardianships, conservatorships, and prenuptial agreements.   

 

To read a full biography on Jay M. Pabian or Sarah M. Allen, please visit Pabian & Russell, LLC website at www.pabianrussell.com

 

Registration

Date: Wednesday, September 5, 2012
     

Time: 7:30 - 9:30am (Breakfast to be Provided)

Location: Boston College Club
Harborview Room
100 Federal Street, 36th floor
Boston, MA 02110

Click here for Directions and Parking                     

Education Credit: 1 CPE credit

Cost: Complimentary to AAA-CPA Members and Guests

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. 

CLE varies by state. Though we are accredited for CLE in both TX and PA they will not accept study groups for credit. We are currently working on arranging for provider status for these programs through those states. If you require CLE in a specific state, please send a request to info@attorney-cpa.com and we will do our best to arrange for CLE credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee.

 

AAA-CPA 3921 Old Lee Highway, Suite 71A, Fairfax, VA 22030  Phone: 888-ATTY-CPA (288-9272)  Fax: 703-352-8073
Email: 
info@attorney-cpa.com Website: www.attorney-cpa.com   

 

 

 

 

 


Event Type:Chapter Meeting
Early registration ends on Jun 26, 2012.
Regular registration starts on Jun 27, 2012 and ends on Sep 04, 2012.
Late registration starts on Sep 05, 2012.