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