Five local charitable foundations – the Allegany College of Maryland Foundation, the Community Trust Foundation, the Frostburg State University Foundation, the Garrett College Foundation and the Western Maryland Health System Foundation – have joined forces with ACM Professional Development to present “Estate Planning for 2011 and Beyond” Thursday, Oct. 6, from 8 a.m. to 4 p.m. at the Cumberland Country Club.
The seminar provides accountants, attorneys, financial advisors, insurance agents, trust officers, estate planners and others with an understanding of and familiarity with basic charitable giving concepts, as well as estate-planning and gift-planning issues and techniques. Discussions will include the uncertain situation of federal estate, gift and generation-skipping taxation and recent cases law developments.
The instructor is Arthur Werner, J.D., M.S. (Taxation), a shareholder in the law firm of Werner & Rocca, P.C., whose areas of expertise include business, tax, financial and estate planning. In addition, he is an adjunct professor of taxation in the Master of Science in Taxation program at Philadelphia University. Werner has presented more than 500 seminars to certified public accountants and financial planners over the past decade. He has been rated a top speaker and discussion leader by numerous CPA organizations.
The cost of the course is $35. To register or for more information, contact Rebecca L. Ruppert, director of Professional Development, at 301-784-5338 or rruppert@allegany.edu. The deadline for registration is Sept. 26.
This course is coordinated by the Maryland Association of Certified Public Accountants. Eight continuing professional education (CPE) credits will be offered through MACPA, and Contact Completion Hour Certificates will be offered through the Allegany College of Maryland Center for Continuing Education. CPE credit and completion hour certificates will also be awarded to residents of West Virginia and Pennsylvania. This course is also being submitted to the Maryland Insurance Administration for credit, as well as to the CFP (Certified Financial Planner) Board of Standards Inc. for eight hours.
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