TFCF 2019 ESTATE AND TAX SEMINAR
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.