New lunch-n-learn on tax law changes.  Congress has moved our cheese again, with no promise of any long-term law we can use to plan.

    LUNCH-N-LEARN ON LAW CHANGES

1 HOUR CE*

From Karen Brady & Associates, P.C.

 

 

The new tax law brings new ideas and revives some old techniques for clients in their estate planning and gift planning.  Our brand new “Lunch-N-Learn” program:

 

The Two Year Window – Estate and Gift Planning for 2011-2012

This program is for financial and accounting professionals who want to learn about how the changes in the estate, gift, capital gains and dividend tax law affects our clients estate and business planning.  This 2 year period will provide unique challenges and opportunities for our clients to do retirement planning, gifting, insurance planning and estate planning.

 

*We’ve applied for Insurance CE and CFP credit for 1 hour. 

 

There is a $5 fee for lunch, which is provided.

 

Reservations are required, as seats fill up fast. 

 

Dates: Monday, January 10, 2010

            OR Friday, January 14, 2010

Time:  11:30 to 1:00

Place:  5400 Ward Road, Arvada

Cost: $5 at the door

RSVP: Call (303)420-2863 or email info@coloradoestateplanning.com  

 

You will receive a confirmation of your RSVP.