Basic Tax Planning

Cameron Kelly presented “Basic Tax Planning” at the National Business Institute webinar, Estate Planning from A to Z, on May 24 and May 25, 2016. A nationally broadcast continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to learn or review the basic concepts relating to the transfer of assets during life, or at death. Access the tax planning outline here: NBI Basic Tax Planning SE&BP, and the power point slides here: Basic Tax Planning.