Nov
08
November 08, 2018
11:45AM - 1:30PM
2018-11-08 11:45AM 2018-11-08 1:30PM America/New_York Probate and Pumpernickel Luncheon November 8, 2108 BNY Mellon Wealth Management

Probate and Pumpernickel Luncheon November 8, 2108

BNY Mellon Wealth Management
350 East Las Olas Boulevard, 1400
Fort Lauderdale, FL 33301

Lea Liberman, CPA  will present on "What estate planners need to know about 20% small business deduction? "

• Modifying businesses and trusts to qualify for the new IRC 199A deduction not making low basis gifts

On November 8,  2018 as part of the Probate and Pumpernickel luncheon Series

Lea is the managing partner at Liberman & Associates. She is a Certified Public Accountant (CPA), Certified in Financial Forensics (CFF), Certified IRS Accepting Agent and Chartered Global Management Accountant (CGMA). She is licensed to practice in the state of Florida.

She has earned a Master of Accountancy from Barry University and a Bachelor of Business Administration with a major in Accounting from the University of Miami.

Lea is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accounts, Estate Planning Council of Broward County and other local organizations.

She is the immediate past president of the Estate Planning Council of Broward County.

CLICK HERE for further information on Lea Liberman.

Category Tag(s): Probate-Pumpernickel