| Minimum Distribution Planning for IRAs & Qualified Plans |
Lunch and Learn |
2003 |
| Estate Planning: Basic Concepts to Sophistocated Approaches |
Financial & Retirement Planning Seminar |
2002 |
| Passing Assets Under the Estate Plan - Let Me Count the Ways (From Outright Transfers to Incentive Trusts) |
N. Atl. Chapter of the GA Society of CPAs Meeting |
2002 |
| Painless Estate Planning & the Family Gifting Trust / ILIT |
North Atlanta Tax Council Meeting |
2002 |
| Estate Planning & Charitable Gift Planning: Basic Concepts & Techniques |
Advising Your Clients on Charitable Gift Planning |
2001 |
| Estate Planning & Charitable Gift Planning After the Economic Growth and Tax Relief Reconciliation Act of 2001 |
Cobb Community Foundation Professional Advisors Meeting |
2001 |
| Overview of Advantages and Disadvantages of Estate Planning with Family Limited Partnerships ("FLPs") and Other Partnership Type Entities |
Family Limited Partnerships in Georgia |
2001 |
| Planning Issues Raised by Formation and Capitalization of Family Limited Partnerships ("FLPs") and Other Partnership Type Entities |
Family Limited Partnerships in Georgia |
2001 |
| Estate Planning & Charitable Gift Planning After the Economic Growth and Tax Relief Reconciliation Act of 2001 |
Georgia Planned Giving Council Meeting |
2001 |
| Minimum Distribution Planning for IRAs & Qualified Plans: the Old & New Proposed Regulations Along With Planning Options & Strategies |
Lunch and Learn |
2001 |
| Minimum Distribution Planning for IRAs & Qualified Plans: the Old & New Proposed Regulations Along With Planning Options & Strategies |
N. Atl. Chapter of the GA Society of CPAs Meeting |
2001 |
| Estate Planning & the Economic Growth and Tax Relief Reconciliation Act of 2001 |
N. Atl. Chapter of the GA Society of CPAs Meeting |
2001 |
| Keynote Speaker, The Importance of Estate Planning |
Estate Planning Day |
2000 |
| FLLCs, FLPs, FLLPs and Estate Planning in Georgia |
GA ICLE Seminar |
2000 |
| Business Succession and Other Charitable Gift Planning Techniques for Owners of Closely Held Business |
Annual Georgia Planned Giving Conference |
1999 |
| FLLCs, FLPs, FLLPs and Estate Planning in Georgia |
GA ICLE Seminar |
1999 |
| An Introduction to Charitable Giving Techniques: A look at Charitable Giving From the Perspective of the Donor |
Back-to-the-Basics Seminar |
1998 |
| Charitable Remainder Trusts, Charitable Lead Trusts and Their Creative Uses |
Giving Back to the Future Conference |
1998 |
| Ethical and Business Relationships Among Allied Professionals and Non-Profit Executives |
Joint Meeting of the Georgia Planned Giving Council & NSFRE |
1998 |
| Estate Planning: Basic Concepts & Techniques |
AARP Retirement Planning Program |
1997 |
| The Role of Financial Planners in Estate Planning |
Financial Planning Association Meeting |
1997 |
| Estate Planning: How to "Supercharge" Your ILIT, Maximize Flexibility & Avoid Common Mistakes |
Financial Planning Association Meeting |
1997 |
| Qualified Plan / IRA Distribution Planning Options |
Legal and Tax Committee Meeting |
1997 |
| Estate Planning: Basic Concepts & Techniques |
Retirement Planning Program |
1997 |
| Estate Planning: Basic Concepts & Techniques |
Georgia Planned Giving Council Meeting |
1996 |
| Charitable Planned Giving: Basic Concepts to Sophisticated Approaches |
Georgia Planned Giving Council Meeting |
1996 |
| New IRS Collection Standards |
N. Atl. Chapter of the GA Society of CPAs Meeting |
1996 |
| New IRS Collection Standards |
N. Perimeter Chapter of the GA Society of CPAs |
1996 |
| Advanced Estate Planning & Charitable Giving Techniques |
North Georgia Estate Planning Coucil Meeting |
1996 |
| Family Wealth & Estate Planning Techniques & Opportunities |
N. Atl. Chapter of the GA Society of CPAs Meeting |
1995 |
| Ethical Considerations |
Trusts in Georgia |
1994 |
| Federal Tax Considerations of Trusts in Georgia |
Trusts in Georgia |
1994 |
| Tax Planning Opportunities in Real Estate |
Annual Tax Forum |
1993 |
| Family Wealth & Estate Planning Techniques & Opportunities |
N. Atl. Chapter of the GA Society of CPAs Meeting |
1993 |
| Executive Summary of the Revenue Reconciliation Act of 1993 |
N. Atl. Chapter of the GA Society of CPAs Meeting |
1993 |
| More to the Family, Less to the IRS |
Seminar Series |
1993 |
| Federal Tax Update |
Annual Tax Forum |
1992 |
