Seminars
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Upcoming Seminars
Wills vs. Trusts
This is an educational session. Join us for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones.
Seminar is free but registration is requested. Seating is limited at each session.
Please choose a location and click on date to continue to registration:
Richmond
Carrell Blanton Seminar Room
7275 Glen Forest Drive, Suite 310
Richmond, VA 23226
Bonus at 4 p.m.
Seven Secrets to Protecting Seniors From Devastating Financial Abuse
Fredericksburg
Central Park Executive Office Suites
1320 Central Park Boulevard
2nd Floor Seminar Room
Fredericksburg, VA 22401
Virginia Beach
Carrell Blanton/Seminar Room
780 Lynnhaven Parkway, Suite 150
Virginia Beach, VA 23452
Tuesday, May 28 at 10:00 a.m.
Tuesday, May 28 at 2:00 p.m.
Holiday Inn
5655 Greenwich Road
Virginia Beach, VA 23462
Wednesday, June 12 at 2:00 p.m.
Wednesday, June 12 at 6:00 p.m.
Williamsburg
Ferris & Associates Board Room
460 McLaws Circle, Suite 200
Williamsburg, VA 23185
Thursday, June 20 at 10:00 a.m.
The American Taxpayers Relief Act of 2012
After months of heated debate, The American Taypayers Relief Act of 2012 was finally passed by Congress which makes permanent many of the Bush-era tax cuts while increasing income tax rates and other provisions for higher income taxpayers. Join us for a workshop where you will learn the major estate, gift and income changes under The American Taxpayers Relief Act of 2012 as well as important State law changes that have occurred over the last several years affecting most estate plans. Topics include the following:
•Portability
•The Virginia Power of Attorney Act
• A trust as beneficiary of your IRA
•Changes in the Health Care Law
•Changes in the trust law
•Trust Protector
•Domestic Asset Protection Trust
Please contact us if you would like us to present this seminar for your group or oganization. Two (2) hours of CE credit is available.
Long-Term Business Planning Workshop
Why You Should Attend:
- If you own your own business or have partners and want to plan for the future
- If you plan to retire anytime in the next 5 years
- If you need a contingency plan for unexpected events
- If you want to pass the business on to family
- If you want to maximize the value of your business
We will discuss the use of the following succession options:
- Buy-Sell Agreements for Partners
- Selling to Key Employees
- ESOPS
- Family Succession Plans
- Selling to a Third-Party
We will discuss the taxes affecting most sales and some options to defer or eliminate taxes.
Check back for next seminar dates coming up late summer, 2013
