Joint Meeting- ChemPharma and Chemical Consultants Network
TAX LAW FOR CONSULTANTS
James M. Frank, JD, LL.M - Director of Financial and Wealth Transfer Planning, Karr Barth Associates, INC.
DATE & TIME: Wednesday, March 11th at The Sterling Pig Brewery, Media, PA
Networking, 5:30 PM; Dinner, 6:30 PM; Talk and Business Session, 7:15 PM
Abstract: One central theme of the recent Tax Act is that most will be taxed at a lower rate which means they will keep more of their income. Most individual tax payers will see a reduction in their personal income tax, and from a planning perspective there will be an ongoing focus on self-reliance for retirement savings. For wealth transfer, the gift and estate exclusion amounts have been temporarily increased which provides for enormous planning and gifting options. Income Tax Rates for C Corps and exemptions for Pass Throughs Business owners have changed, leaving more of their income for planning opportunities for both the owners and key employees.
Biography: Jim is an innovative wealth planning strategist with over 30 years of experience in business and personal estate and gift planning, primarily for high net worth individuals and families with closely-held business interests. Jim has helped clients accumulate, manage and plan for the distribution of wealth. His wealth transfer planning expertise covers multigenerational planning, charitable giving and planning for special needs children. He has worked with clients and their legal and tax advisers to implement individual and business financial plans. He is experienced in the design and operation of qualified and non-qualified retirement plans. Jim has authored numerous articles and training programs for financial professionals regarding financial, investment and estate planning, and regularly teaches continuing education programs for lawyers and financial professionals. Prior to joining Karr Barth Associates in 1999, Jim was General Counsel of Lincoln Investment Planning, Inc. and before that he held various positions in Fidelity Mutual Life Insurance Company.
Location: The Sterling Pig Brewery, Media, PA, upstairs room, 609 W State St, Media, PA 19063, MAP
Reservation: Click the register button to register to attend the event. Fee, including dinner and non-alcoholic beverages, is $30 by reservation. deadline: Monday, March 9th, 2020, noon.
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