November 2017 Lunch Meeting
Lunch Meeting @ Happy Hollow
Tuesday, November 21
11:30 AM - Lunch Buffet & Networking
12:00 PM - Meeting & CE Program
"BEAT IT!" Post Death Tax Issues
A Review of Two Recent Cases: Michael Jackson and Minnie Lynn Sower
Presented by: Howard Kaplan
IRS and Local Tax controversy and litigation specialist
Program Description:
This entertaining and educational program will review in detail two 'hot off the press' cases, in which post death tax issues will be examined. Attendees will participate in interactive discussion and learn about deceased marital unused exclusion, when to rely on a state tax return and what to do when the expert witness is less than forthright.
1 hour of credit for NE life insurance, CLE, CPE, CFP, CAP and PACE (pending approvals)
