API Lunch & Learn

November 8 @ 12:00 pm - 2:00 pm

Come join us for our nextAPI Lunch & Learn as we discuss “Planning for the $12 Million Exemption Before It Possibly Goes Away”.

Speaker: Jeffrey A. Baskies  Click For Speaker Bio

Join us as we discuss a top 10 list of planning ideas for advising clients considering using their gift tax exemptions before they maybe go back down

CE Credits for this presentation have been requested for the following disciplines: CLE (1 hour), CFP (1 hour), CPE (1 hour), and Insurance (1 hour).

API is a program of the Jewish Community Foundation focused on promoting philanthropic discussions and giving from clients of professional advisors to the Jewish Community.

For more information contact: Sydney Rubin

srubin@jewishbroward.org or call 954-252-6886

Location: Berkowitz Pollack Brant

515 East Las Olas Blvd
17th Floor
Fort Lauderdale, FL 33301

Event Cost: 36

THE IRS REQUIRES US TO INFORM YOU THAT THE COUVERT IS NOT A CHARITABLE DEDUCTION.