Events

Strategies for Dealing with Tax-Burdened Assets

Fri, 18 May 2012 00:00:00 EST

Join David Woodburn, Partner at Buckingham, Doolittle & Burroughs, LLP, and Associate Amy Friedmann, as they present a panel discussion that highlights estate planning basics.

Also, don't miss this chance to hear about a recent change in Ohio legislation, the Uniform Power of Attorney Act, that affects powers of attorney in the state.

Seating is limited. Please RSVP to our event line by May 11th by calling 1-800-686-7800 ext. 400, or send an email to Melissa Weins at MWeins@corp.oprs.org.

We look forward to seeing you on May 18th!

Charitable Giving in a Risk-Free Manner, Estate & Tax Planning Asset Tax Considerations

Tue, 22 May 2012 00:00:00 EST

Join attorney and Llanfair Board member Mary Ann Jacobs, Senior Partner at Ritter & Randolph, LLC, for this informative session. Ms. Jacobs will discuss the benefits of revocable gift instruments, strategies for dealing with tax-burdened assets, and the financial and tax benefits of charitable giving.

Seating is limited. Please RSVP by May 15th by calling our event line at 1-800-686-7800 ext. 400 or email Melissa Weins at MWeins@corp.oprs.org.

We look forward to seeing you on May 22nd!

Estate Planning / Strategies for Dealing with Tax-Burdened Assets

Thu, 24 May 2012 00:00:00 EST

Join Larry E. Powell, CPA, CFP, CDFA of Clark Schaefer Hackett, for this informative seminar. As a Certified Public Accountant and Certified Financial Planner, Mr. Powell has been designated by his firm as an Estate, Gift and Trust tax specialist.

Don't miss this chance to learn about estate planning and other tax considerations as Mr. Powell shares his more than 20 years experience with attendees.

Seating is limited. Please RSVP by May 17th by calling our event line at 1-800-686-7800 ext. 400 or email Melissa Weins at MWeins@corp.oprs.org.

We look forward to seeing you on May 24th!

Defining Your Legacy

Wed, 30 May 2012 00:00:00 EST

Join Alan Kappers, attorney with Dungan & LeFevre Col, and DiAnne Karas, financial advisor with Edward Jones, for this informative seminar.

Participants will learn why it's important to define their legacies, uncover common misconceptions about planning their estates, and explores their greatest wishes for the people and causes for which they care.

Seating is limited. Please RSVP by May 23rd by calling our event line at 1-800-686-7800 x400, or send an email to Melissa Weins at MWeins@corp.oprs.org.

Strategies for Dealing with Tax-Burdened Assets / How to Have an Effective Meeting with Your Advisor

Thu, 31 May 2012 00:00:00 EST

Join Roger Shumaker, attorney with McDonald Hopkins, and Kathryn Gonser Eloff, attorney with Milano Weiser, for this informative seminar.

Participants will learn what to do with tax-burdened assets, as well as how to make the most out of meetings with professional advisors.

Seating is limited. Please RSVP by May 24th by calling our event line at 1-800-686-7800 x400, or email Melissa Weins at MWeins@corp.oprs.org.