5th District Bar & Twin Falls Community Foundation 2019 Estate Tax Seminar

Event Details


Wednesday, November 20, 2019

8:30 am – Noon
Magic Valley Center for the Arts; Sligar Auditorium
195 River Vista Place

Twin Falls, Idaho

Sponsored by the Twin Falls Community Foundation and the 5th District Bar

Seminar Agenda

Coaching as Part of Family and Business Succession – Bob Werth, JD, Werth and Werth, Ketchum

Estate and Trust Accounting and Taxation – Lisa Donnelley, CPA, PFS, & Nancy Koonce, CPA, MBA, Ataraxis, Twin Falls

Contemporary Estate Planning: Interface of Estate and Income Taxation – Joe Popplewell, Popplewell Law Firm, Twin Falls

The Twin Falls Community Foundation is working to provide approval for 3 hours of credit for:
CLE – Idaho State Bar
CPE – Idaho Board of Accountancy
CE – National Association of Insurance and Financial Advisors (NAIFA)

We ask that you RSVP to Leonard Anderson – (208) 352-0265 or email to Info@twinfallscommunityfoundation.org by November 16, 2019 and the registration fee will be waived. Registrations will be accepted at the door for $25.00. Doors open at 8:00 am.

The Twin Fall Community Foundation will provide a continental breakfast, a brief overview of the Foundation, and a timely and fulfilling learning experience, visit  Twin Falls Community Foundation.