Legacy Planning Presentations

The Presidential Election & Taxes: Are You Prepared?

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
  • Estate & Gift Tax Changes
  • Gift Tax Exemption

Marilyn Bergen & David Morganstern

  • Investment Strategies to Consider
  • Estate Planning Strategies
  • Other Financial Planning Strategies

Roy Abramowitz

  • Prospects for Tax Reform
  • Portability
  • Estate Tax Planning for the Rest of 2012