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20th Annual Tax and Charitable Planning Seminar for Professionals
Please join us at the Annual Tax and Charitable Planning Seminar for Professionals presented by the Planned Giving Council of Children’s Hospital of Wisconsin.
Thursday, November 9, 2017
7:30 a.m. – 11:30 a.m.
Children’s Hospital of Wisconsin – Briggs & Stratton Auditorium [directions]
3 C.E. Credits (Pending)
7:30 a.m. – 8:00 a.m.: Continental breakfast and networking
8:00 a.m. – 11:30 a.m.: Program*
Partnership, Operating and other Agreements Must Change: The Impact of the New Partnership Tax Audit Rules
Attorney and Shareholder
von Briesen & Roper, S.C.
The Advisor’s Role in Protecting Clients from Financial Abuse – A Panel Discussion
Moderator: Mark Shiller, Partner, Certus Legal Group
Kim Jankowski, Vice President, Branch Manager, U.S. Bank
Andrew Brusky, Senior Partner, Brusky & Associates S.C.
Planning for Incompetency: A Detailed Look at Powers of Attorney for Finances, Healthcare, and Related Planning
Carl D. Holborn
Attorney and Shareholder, O’Neil, Cannon, Hollman, DeJong & Laing S.C.
Nita Salzman, MD, PhD
Investigator, Children’s Research Institute
Professor, Medical College of Wisconsin
Gastroenterology and Nutrition
Please register by Friday, November 3, 2017. For questions, please contact Laura Skenandore at email@example.com or (414) 266 – 5922.
*Three (3) continuing education credits have been applied for, including legal, insurance and financial planning.