Professional Education Seminar: Strategic Planning – Valuation Transfer and Distribution, Wednesday, November 2nd

Professional Education Seminar – 3 credits*
Wednesday, November 2, 2011

Strategic Planning:

Valuation, Transfer and Distribution

(Lecture and case study format)

        • Valuation and Discounts
        • Gift Tax and Gift Tax Audits
        • Asset Preservation & Wealth Transfer Techniques
        • Planning for future generationsRegistration: 4:30 p.m              Seminar: 5:00 – 8:00 p.m.

Fees: $45 Non-members
$40 Members of NYSSCPA

Credits:
Attorneys receive 3 CLE credits
CPA’s receive 3 CPE credits
CFP’s receive 3 CFP credits

Limited seating.

RSVP to admin@cfoc-ny.org or call 845-769-9393

Click here to download invitation