Fall Continuing Education
AGENDA
7:30-8:00: Light breakfast and networking
8:00-9:30: Presentation by Steve Siegel- Planning for the 99%
9:30-10:15: AU Faculty Presentation by Dr. Melissa Furman and Dr. Peter Basciano- Population and Generational Changes; Implications for Financial and Estate Planning
10:30-12:00: Presentation by Steve Siegel- Retirement Distribution Planning
NOTE: CFP, CE and CLE Credits (3) will be available for those in attendance. Feel free to bring any guests. Guest fee of $30 can be paid at the door or through the Council website at https://www.augustaepc.org/members/renewal
ABOUT STEVEN SIEGEL
Steven Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.
Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning (AICPA 2018); Federal Fiduciary Income Taxation (Foxmoor 2018); Federal Estate and Gift Tax (Foxmoor 2016)).
He is the co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine, January and February 2016.
Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, The Kansas City Estate Planning Symposium, Yale School of Management; U. of Chicago Business School, Western CPE, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many State Accounting Societies and Estate Planning Councils (including: The California CPA Society, The Southern Nevada Estate Planning Council; the Oregon CPA Society; the Southern Arizona Estate Planning Council; the Georgia CPA Society) as well as on behalf of many private companies.
He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama (teaching Income Taxation of Trusts and Estates), and has served as an adjunct professor.
