Resources

Legacy Planning Presentations

Fiscal Cliffs and Crystal Balls…

Post Election Tax Strategies for Estate Planning Presenter: Roy Abramowitz, CPA, CFP Shareholder, Perkins & Co Legacy Planning Practice Group Presentation to the Oregon Jewish Community Foundation November 7, 2012 Topics include: Prospects for Tax Reform The 3.8% Medicare Surtax Other Tax Measures included in…

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The Presidential Election & Taxes: Are You Prepared?

Presenters: Eric Hormel, Shareholder, Perkins Legacy Planning Marilyn Bergen, Partner, Confluence Wealth Management David Morganstern, Partner, Confluence Wealth Management Roy Abramowitz, Shareholder, Perkins Legacy Planning Bing Lounge November 7, 2012 Topics include: Eric Hormel 2013 Tax Rate Increases The Medicare Surtax Definition of Investment Income…

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Top 5 Things Your Lawyer, Banker & CPA want you to know…

…about Estate Planning Presenters: Eric Hormel, Shareholder,  Legacy Planning  Michael Walker, Esq, LLP, Samuels Yoelin Kantor Kathy Calcagno, First Republic Private Wealth Management Hood River, OR, Columbia Center for the Arts October 25, 2012 Topics include: Eric Hormel 2013 Tax Rate Increases The Medicare Surtax Definition of…

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