ADVISORY/Preserving Family Lands Workshop, November 12th.News Editors/Business Editors ADVISORY...for Nov. 12 (Wednesday Wednesday: see week. ) CINCINNATI--(BUSINESS WIRE)--Oct. 10, 2003 Preserving Family Lands, a two-session workshop for accountants, appraisers, estate and financial planners Financial Planner A qualified investment professional who assists individuals and corporations meet their long-term financial objectives by analyzing the client's status and setting a program to achieve these goals. , land owners, realtors, and the general public, will focus on federal income and estate planning Estate Planning The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death. Notes: Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the advice to help preserve valued family land, and plan for the next generation of ownership. Stephen Stephen, 1097?–1154, king of England (1135–54). The son of Stephen, count of Blois and Chartres, and Adela, daughter of William I of England, he was brought up by his uncle, Henry I of England, who presented him with estates in England and France and J. Small, the nation's leading authority on federal income and estate tax planning Tax planning Devising strategies throughout the year in order to minimize tax liability, for example, by choosing a tax filing status that is most beneficial to the taxpayer. will lead the workshop. Before going into private practice in the Boston Boston, town, England Boston, town (1991 pop. 26,495), E central England, on the Witham River. Boston's fame as a port dates from the 13th cent., when it was a Hanseatic port trading wool and wine. Having recovered from a decline in the 18th and 19th cent. area, Mr. Small was attorney-advisor in the Office of Chief Counsel of the Internal Revenue Service in Washington Washington, town, England Washington, town (1991 pop. 48,856), Sunderland metropolitan district, NE England. Washington was designated one of the new towns in 1964 to alleviate overpopulation in the Tyneside-Wearside area. , D.C., where he wrote the federal income tax regulations on conservation easement easement, in law, the right to use the land of another for a specified purpose, as distinguished from the right to possess that land. If the easement benefits the holder personally and is not associated with any land he owns, it is an easement in gross (e.g. donations.
What: Preserving Family Lands, a workshop sponsored by
the Dayton Bar Association, and a coalition of
Tri-State conservation organizations.
Who Should Attend: Accountants, appraisers, attorneys, estate and
financial planners, land-owners, realtors, and
the general public.
When: Wednesday, November 12, 2003
Professional Session: 8:30 am to Noon
General Session: 1:30 to 3:30 pm
Reception: 3:30 to 5:00 pm
Where: The Fitton Center
101 S. Monument Ave
Hamilton, Ohio
Registration: Registration by October 31, 2003. Three
registration options are offered. Attend both
sessions for $80.00. Attend the morning session for
$70.00, which includes CLE and CEU credits.
Attend the afternoon session for $20.00. To
register, contact Three Valley Conservation Trust
at 513/524-2150. Or visit www.greenumbrella.org.
Media Contact: News media with questions about this advisory
should contact Larry Frimmerman of the
Three Valley Conservation Trust at 513/524-2150.
At each workshop session, valuable tax-saving and land-saving advice will be presented by Mr. Small. He will also explain how to plan ahead to keep cherished lands in the family, possibly keeping land from being sold to pay estate taxes. For the complete program, agenda and additional information, please log on to www.greenumbrella.org. |
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