"Planning For Pass Through Businesses"

  • 11 Sep 2018
  • 11:30 AM - 1:00 PM (EDT)
  • Chophouse, 2640 Richmond Road, Lexington, KY

Registration


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      Lexington Chapter of Financial Service Professionals
Presents:

"Planning For Pass Through Businesses"

This presentation will review the common business entities in light of the new tax reform act so advisers will have a better understanding of which entity will be best for their business clients and if there is a need or reason to change their current entity.

Our speaker is James Aussem, JD, AEP.  James is an estate planning and corporate law attorney with the firm, Cavitch Familo & Durkin in Cleveland, Ohio.  James comes to us as a well known speaker and also as the current national President of FSP.


    
                 1 Hour of CE, CLE, CFP, and CPE has been applied for.             
Tuesday, September 11, 2018
11:30 a.m. - 1:00 p.m.
     
Chophouse
2640 Richmond Road
Lexington, KY

Lunch is included

      
  
Meeting Registration fee:
      $20 Member pay on-line in advance
$25 Member pay at door
  $50 Potential Member

FREE for first time membership eligible guests.

        
Not a current Member?
Click the link below to join!

                       
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Sponsors
Corporate partners are vital to the on-going success of the Lexington Chapter of FSP.  We are committed to maximizing this investment by offering various levels of participation. 


         
                                           
                  
             
 
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Lexington Chapter FSP Board of Directors:
     
     Jeff Schriefer, CTFA--President
Taylor Stuckey, CPA, JD, MS--Vice President           
Daniel King, CPA, CFP, PFS--Secretary/Treasurer 
          Melissa Gayheart, JD--Immediate Past President 
      Malinda A. Shepherd, MFS, CLU, ChFC   
      William Atkins, CPA
       William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF
Genevie Osborn, MBA
     Elden Cox, CIC  
Randall Young, CFP
     Kimberly Johnson, CLF       

 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.420.8922 
 Lexington Chapter of Society of Financial Service Professionals. 
All rights reserved.  Visit national Society of FSP at www.societyoffsp.org
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