FPA/NEO January 16 Program: "2014 Estate and Tax Outlook"
Thursday, January 16, 2014 from 8:00 AM to 11:00 AM (EST)
Valley View, OH
Just because we survived "the fiscal cliff" and ATRA, does not mean we are out of the woods. There are still "hot-button" issues in Washington and across the nation that have lawmakers fighting over whether to close long-term budget shortfalls by increasing revenue or by cutting spending. Join our experts as we review 2013 and look ahead to 2014.
McDonald Hopkins LLC
Katherine advises clients in the areas of estate planning, estate administration, employment benefits planning, taxation, and corporate law. She focuses her practice on estate, business and tas planning, as well as retirment planning for both individuals and corporations.
Tod Wagner, CPA, CVA
Libman, Goldstine, Kopperman & Wolf, Inc.
In his capacity as tax partner, Tod leads the Subchapter S and Mergers and Acquisitions Teaqms where he consults with middle market businesses and their owners. In addition to his broad background in corporate and individual tax planning, Tod has extensive merger and acquisitons expertise, having created tremendous tax savings for clients through innovative transaction structures and negotiation of deal terms. Tod's other areas of focus include estate and succession planning, business valuation, federal and state tax controversies and accounting methods. Prior to joining LGKW in 2001, Tod spent several years as a manager in Arthur Andersen's Cleveland tax practice.