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Ultimate Estate, Retirement & Financial Planning Conference Seminar

October 22, 2009 - October 23, 2009

Montgomery McCracken partner M. Howard Vigderman is a presenter at the two-day 10th Annual “Ultimate Estate, Retirement & Financial Planning Conference” in Nevada. The speakers will focus on how estate and related planning is impacted by recent stock market and economic turmoil. They will focus on tax legislation already on the books in 2009 and look ahead to 2010 matters.

The following topics will be covered:

Day 1:

  • Paperless PDF’s Portals and More Make your Tax Practice More Efficient
  • 2009 Federal Tax Update for Individual and Business
  • Special Issues in Estate Planning for the Closely Held Business Owner
  • Sophisticated Estate Planning Strategies for Uncertain Times
  • It’s a Matter of Trust: Ten Reasons Why Trusts Must be Part of Your Estate and Financial Planning
  •  Life Insurance in Business and Succession Planning

Day 2:

  • Domestic Asset Protection: Preserving you Client’s Wealth  
  • We Could Tell You, But Then We Would Have to Kill You: Privileges, Planning and Partnerships
  • Income and Estate Planning: A Potpourri
  • IRS Enforcement- Priorities and Strategies Charles Rettig
  • 990 Update- Governance and Board Review
  • Integrating Estate Planning Into Retirement Planning

For a detailed agenda and registration information visit,

October 22, 2009 at 8:00 AM – October 23, 2009 at 4:00 PM

CLE Credits : See website for credit information

Bally’s Las Vegas
3645 Las Vegas Blvd.
Las Vegas, NV 89109