Seminar: Estate Planning Implications of the 2012 Tax Act (for professional advisors only)

As you are likely aware, Congress finally agreed to the first permanent tax act since 2001, which is known as The American Taxpayer Relief Act of 2012 (“2012 Tax Act”).  While we’re thrilled to finally have some permanent tax legislation, sorting through it all to get to get to the real implications for you and your clients can be tough. That’s why we’d like to invite you to join us for lunch and an intimate discussion of the best approaches for Estate Planning in light of the new tax act.

To learn more about the 2012 Tax Act and its planning implications, please mark your calendar for our first lunch and learn of the year:

When: Tuesday, January 15, 2013
Time: 11:30 a.m. – 1:00 p.m.
Where: 5755 North Point Parkway, Suite 17
Alpharetta, Ga 30022

Once again, we’ve invited just a select group of professionals for a small group discussion around this important topic so your advance registration is important. Please make plans to join us for lunch by emailing Scarlett Ollila or calling our office at 678-720-0750.

Thanks you for your continued interest in tax, estate planning and elder care topics. We look forward to seeing you in a few weeks.

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