Invalid quantity. Please enter a quantity of 1 or more.
The quantity you chose exceeds the quantity available.
Please enter your name.
Please enter an email address.
Please enter a valid email address.
Please enter your message or comments.
Please enter the code as shown on the image.
Please select the date you would like to attend.
Please enter an email address.
Please enter a valid email address in the To: field.
Please enter a subject for your message.
Please enter a message.
You can only send this invitations to 10 email addresses at a time.
$$$$ is not a properly formatted color. Please use the format #RRGGBB for all colors.
Please limit your message to $$$$ characters. There are currently ££££.
$$$$ is not a valid email address.
Please enter a promotional code.
N/A
Sold Out
You have exceeded the time limit and your reservation has been released.
The purpose of this time limit is to ensure that registration is available to as many people as possible. We apologize for the inconvenience.
This is option is not available anymore. Please choose a different option.
Please read and accept the waiver.
All fields marked with * are required.
Please double check your email address. The email address format does not appear valid.
$$$$ requires a number between ££££ and §§§§
US Zipcodes need to be 5 digits.
Please double check your website URL.
All fields marked with * are required.
Your credit card expiration date is in the past.
Your credit card CSC needs to be 4 digits.
Please confirm your order:
$$$$
You have selected to Pay by Check.
Click OK to confirm your order.
Please confirm your order:
$$$$
You have selected to Pay at the Door.
Click OK to confirm your order.
Please confirm your order:
$$$$
You have selected to Pay upon Receiving an Invoice.
Click OK to confirm your order.
Your credit card CSC needs to be 3 digits.
Your billing zip code needs to be 5 digits.
There was a problem saving your address.
There was a problem saving your credit card info.
There was a problem saving your personal information.
Please select the date you would like to attend.
McAfee Secure sites help keep you safe from identity theft, credit card fraud, spyware, spam, viruses and online scams.
Copying Prohibited by Law - McAfee Secure is a Trademark of McAfee, Inc.
Unknown card type.
No card number provided.
Credit card number is in invalid format.
Wrong card type or credit card number is invalid.
Credit card number has an inappropriate number of digits.
Please enter numbers here.
Please enter an integer value.
Numbers must be less or equal to $$$$
All the required fields have not been filled out. Click OK to proceed without all the required information, or click Cancel to finish entering the missing data.
Sorry, invalid event registration form.
Sorry, invalid event or database error.
Sorry, quantity must be a positive integer.
Sorry, you did not select a valid ticket.
Sorry, invalid event organizer email address.
Your order was canceled.
Thank You. Your order has been successfully completed. Your name and email address have been added to the list of event attendees.
Sorry, that option is sold out.
Sorry, that option is no longer available.
Sorry, there are only tickets of that type still available.
Sorry, you entered an invalid quantity. Please enter a quantity of 1 or more next to the type or types of tickets you would like to purchase.
Sorry, you did not select any tickets to purchase. Please enter a quantity of 1 or more next to the type or types of tickets you would like to purchase.
Sorry, there are no tickets left for this event.
The tickets, ticket quantity or date and time you've requested are no longer available, due to previous sales. Please choose a different date, time or number of tickets and place your order again.
Sorry, one or more of the tickets you requested are no longer available for purchase.
Sorry, you need to select the date you want to attend.
Sorry, the promotional code you entered is not valid yet.
Sorry, the promotional code you entered has expired.
Sorry, the promotional code you entered is not valid.
Your session has expired. Try ordering again.
Sorry, your requested ticket quantity exceeds the number provided by your promotional code.
Sorry, the tickets you are trying to order are not currently available.
Sorry, the payment type chosen is invalid for this event.
Sorry, there is only 1 ticket left for this event.
Sorry, there are only tickets left for this event.
We're sorry, this invitation is invalid.
We're sorry, this invitation has already been used.
We're sorry, you already have an order being processed for this event. Please wait a few minutes and try again.
We're sorry, there is a problem with your invitation. Please try again.
Invalid quantity of tickets selected.
Sorry, the payment type chosen is invalid for this event.
Sorry, your billing address was not saved properly, please try again.
Sorry, we experienced an internal error, please try again.
The captcha you entered is invalid. Please try again.
Invalid credit card selected. You have been logged out.
Sorry, your team selection was not valid.
Sorry, the payment type chosen is invalid for this event.
Sorry, your billing address was not saved properly, please try again.
Sorry, we experienced an internal error, please try again.
State
Zip Code
Province
Postal Code
County
State/Territory
State/Province
This event has ended!
View current events hosted by
Event Details
Gary Zwick is a partner of Walter & Haverfield LLP
and Chair of the firm's Tax & Wealth Management
Group. He has a general tax practice, with emphasis
on tax planning for closely-held and family
businesses and their owners, and high net worth
individuals. This encompasses not only income tax
planning, but also estate planning, ERISA,
Subchapters C & S, mergers and acquisitions,
employee benefits and IRS and tax court practice.Clearly the tax benefits of FLPs and
FLLCs have been responsible for the proliferation of
FLPs. The non-tax aspects of FLPs are the
greatest reasons to tell a client to implement a
FLP. Clients continually raise issues with their
estate planners which include the need for family
unity, professional assistance for family members in
managing family wealth, protection of successors
from creditors, divorce and predatory litigation,
ease of transfer of assets including avoidance of
transfer taxes on the transfer of assets which may
be owned by a FLP, restricting the transfer of
family assets outside the family and power of
attorney alternatives including protecting family
members with special needs. The FLP can help solve
many if not all of these issues.
LEARN:
Reasons for you
to recommend Family Partnerships and LLCs to
clientsType of entity to
selectState of
organizationTax Reasons to transfer assets and
the tax pros and cons of doing so in a Family
Partnership or LLCChecklist
of organizational documents, decisions and
electionsAssignment of
interest vs. certificationWhat to look for in the operating
agreementsTransfers of units
by gift or sale and combinations with other
techniquesGift tax
returns-compliance and the Statute of
LimitationsIRS attack of gift
valuation under Sec. 2703, 2704, SHAM transaction
doctrine, swing vote, gift on formation and family
attribution theoriesIRS audit
after death - Sec. 2036What
effect will circular 230 have on our advice in this
area
When & Where
Lockkeepers
8001 Rockside Road
Valley View,
OH 44125
Thursday, February 16, 2006 from 8:00 AM to 11:00 AM (ET)
Add to my calendar
Hosted By
Financial Planning Association / NEO