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Toledo Chapter - "Tax & Estate Planning Update for 2020"
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Toledo Chapter -

When: Thursday, January 16, 2020
9:00 AM - 11:00 AM
Where: Brandywine Country Club
6904 Salisbury Rd.
Maumee, Ohio  43537
United States
Contact: Abbey Riley
(419) 764-4387

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“Tax & Estate Planning Update for 2020”

Date: Thursday, January 16, 2020
Time: 9:00 am – 11:00 am
Format: Lecture – 2.0 hours
Location: Brandywine Country Club, 6904 Salisbury Rd., Maumee OH 43537 Phone: 419-764-4387 

Presenters: Bob Bradshaw, CPA & Attorney Richard Chamberlain

COURSE DESCRIPTION: This presentation is intended to provide attendees with the 2020 income tax update as well as current estate and trust planning concepts. It will also provide attendees with the information they need to help clients understand the current tax law changes and how it will affect them and provide information regarding estate planning in 2020 including the use of trusts for tax and non-tax reasons and strategies for dealing with irrevocable trusts.

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