Knowledge Center

Tuesday, November 11, 2014

HMB's Richard Horwood to Speak at 40th Annual Notre Dame Tax and Estate Planning Institute

Century Center
120 South St. Joseph Street
South Bend, Indiana

Richard Horwood, partner in Horwood Marcus & Berk's Trusts & Estates Group will be speaking this Thursday, November 13, at the 40th Annual Notre Dame Tax and Estate Planning Institute. His topic is "Planning for Art as Unique Assets: Key Issues for Collectors, Their Advisors, and Heirs."

The 40th Annual Notre Dame Tax and Estate Planning Institute will present topics relevant for all individuals, even those not exposed to the estate tax because of the high exemptions. Several sessions are designed to evaluate financial products and planning techniques so that one can better understand and evaluate these products and proposals in determining not only the tax and financial advantages they offer, but also their limitations. In addition, the Institute offers topics not found in most estate planning CE programs such as protecting the elderly from scams and exploitation. As part of the objective of refreshing areas that can expand one's practice, a session will review the income tax consequences of debt cancellation, foreclosures, and debt restructuring. Recognizing the importance of the income tax, the Institute will continue to devote sessions to income tax planning techniques clients can use immediately. A complete program brochure is available.


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