February 2019 Dinner Meeting
5:30 pm – Reception & Networking (cash Bar)
6:00 pm – Dinner & Program
Significant 2018 Developments: Estate, Gift and Generation-Skipping Transfer Taxes
Presented by: Michael. J. Jones, CPA
In this one hour program, Mr. Jones will discuss how changes to Estate, Gift and Generation-Skipping Transfer Taxes under the 2017 Tax Cuts and Jobs Act, court opinions, and IRS pronouncement affect estate planning and administration, as well as 2018 developments affecting estate planning and administration of retirement savings accounts. This program offers one hour of CLE, CPE and CFP credit (pending approvals).
Michael J. Jones, CPA is a partner in Monterey, California’s Thompson Jones LLP (www.thompsonjones.com). His consulting practice focuses on tax-efficient wealth transfer strategy and tax compliance, maximizing the value of inherited retirement benefits, and trust and probate tax matters (both administration and controversy resolution).
REGISTRATION FEES
Premier Members - No Fee (included in membership dues)
Regular Members - $50.00
Guests - $65.00
Register online or contact Council Executive, Stacie Sarasio @
402-991-3122 or Stacie@Non-ProfitServices.com
