"Issues Relating to the Preparation of Form 706, Including Portability"
- Adeles Restuarant on 1112 North Carson Street
- October 17, 2012, 7:30AM
- RSVP: Cheryl Johnson, Dunham Trust-775-826-7900 or cheryl.johnson@dunham.com
"ISSUES RELATING TO THE PREPARATION OF FORM 706, INCLUDING PORTABILITY"
Speaker: Dan Gerety, CPA
Whether as a CPA to sharpen your skills or as a financial advisor or attorney to learn more about how to coordinate with a CPA on the preparation of these forms, this meeting will be full of information to enhance your practice!
Before starting Gerety and Associates in 2004, Dan was a partner and lead specialist for McGladrey & Pullen, LLP and RSM McGladrey, Inc. in the estate and gift tax planning areas. He specializes in income and estate tax planning and representing taxpayers before the IRS. Dan has spoken around the country on estate planning and asset protection. Because of the expertise he has developed in estate and gift tax planning, numerous attorneys and accountants have called upon him seeking his professional advice. He has served as an expert witness in
