The Oklahoma Medical Research Foundation is offering a free estate planning seminar for attorneys, CPAs and Financial Planners from 8:30 to 11:30 a.m. Oct. 1.
Featured speakers will be Stacy Eastland, Managing Director for Goldman Sachs in Houston, and Richard Kells, a partner with Hartzog Conger Cason & Neville.
The seminar curriculum has been submitted for approval for 3 hours of CPE credit (0 hours ethics) by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission and the Certified Financial Planner Board of Standards. CPAs who attend will receive a certificate to document their attendance.
Eastland will discuss estate planning for family businesses, including strategic wealth management plans that combine a variety of income tax, estate planning and gifting techniques. In 2004, he was selected as one of ten initial recipients of the Distinguished Accredited Estate Planner award of the National Association of Estate Planners and Councils.
Kells’ talk will focus on recent tax developments in Oklahoma. Highlights include changes for 2008 relating to the state’s tax amnesty program, the capital gain deduction, ad valorem tax exemptions and sales tax exemptions, as well as review of current Oklahoma tax cases and recent Oklahoma Tax Commission orders.
The seminar will be held at the Oklahoma City Marriott, 3233 NW Expressway. There is no charge to attend, but because seating is limited, registration is required. Those interested can call (405) 271-7400 to register or go online to www.omrf.org/estate. Registration will be open until September 24, 2008.
The seminar is co-sponsored by Heritage Trust Company.
OMRF (omrf.org) is an independent, nonprofit biomedical research institute dedicated to understanding and developing more effective treatments for human disease. Chartered in 1946, its scientists focus on such critical research areas as Alzheimer’s disease, cancer, lupus and cardiovascular disease.