Staff Presentations in February 2014

Peggy Ugent presents “The New 3.8% Tax on Net Investment Income—Ready or Not!” at the Winter Meeting of the Texas Association of Certified Public Accountants on February 7th.

Leslie Giordani presents a CLE webinar, “Private Placement Life Insurance: Income and Estate Tax Planning for Wealthy Families,” with Tom Bounty and Amy Jetel for the American Law Institute – American Bar Association Section of Real Property, Trust & Estate Law.