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  • SCBA/WSCPA Joint CLE -- BUSINESS SUCCESSION & ESTATE PLANNING

SCBA/WSCPA Joint CLE -- BUSINESS SUCCESSION & ESTATE PLANNING

  • 05/18/2020
  • 10:00 AM - 12:00 PM
  • Webcast

Registration

  • Registration for anyone who is not a 2020 Members of SCBA. This will not allow you to claim the pending CLE credits.
  • Registration for 2020 Members of SCBA. This will allow you to claim the pending CLE credits once you attend the seminar.

SCBA/WSCPA Joint CLE
BUSINESS SUCCESSION
& ESTATE PLANNING

May 18, 2020

WEBCAST, 10:00 am to 12:00 pm

2.0 CLE credits (only for 2020 Members of SCBA)

You must register before Friday, May 15, at 5:00 PM 


Please join the Skagit Bar and WSCPA for a Webcast presentation on

business succession and estate planning. Topics to be discussed include:

  • succession on death
  • 2020 federal and Washington State estate tax/exemptions
  • client goals and lifetime choices with family and non-family
  • use it or lose it regulations
  • gifts
  • tried and true estate tax savings techniques
  • spousal/marital planning strategies
  • SECURE Act changes.


Presenters:

Kevin DeYoung, CPA, Accredited Estate Planner
Partner, Larson Gross Accounting Firm

Simon Brownlie, LLB, LLM
Partner Brownlie, Wolf & Lee, LLP 

Skagit County Bar Association
PO Box 57, Mount Vernon WA 98273

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