Fit Money CPA IRS Tax Planning & Asset Organization Seminar
Fit Money CPA IRS Tax Planning & Asset Organization Seminar

Fit Money CPA IRS Tax Planning & Asset Organization Seminar

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What You Need To Know About: 2016 Estate, Gift & Property Tax Planning

  • General Tax Issues Including New Health and Overtime rules

  • Estate, Gift and Property Tax Planning

  • Trustees: ∙ What are the Trustee’s duties upon death? ∙ What are Trustees generally paid? ∙ Appointing Trustees: Why aren’t children always the best choice? ∙ How should you choose a Professional Trustee? ∙ Can or will a Trustee act during your lifetime?

  • Estate Planning for Special Assets ∙ Digital Assets ∙ Intellectual Property ∙ Unique Investments

This event is moderated by Fit Money CPA Principal Michelle Mussaccio MT CPA and Wes Gersh

Wesley Gersh is the founder of Gersh Law Offices, P.S.C., a law firm focused mainly on estate planning and administration, as well as elder law matters such as subjection for Medicaid and veterans’ benefits. Mr. Gersh currently represents many individuals and businesses, as well as accountants, insurance agents, stockbrokers, financial planners, bankers and their clients in both Kentucky and Southern Indiana.

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