Overview
NORTH SHORE CHAPTER TAX
FORUM
Inherited IRA’S: Tax Planning and Asset Protection
Issues
Date: Tuesday December 9,
2014
Speakers: Gary R. Waitzman, JD/CPA
At this meeting Gary R. Waitzman will discuss the
case of “Clark v. Rameker” which deals with inherited IRA’s and Roth IRA’s,
particularly why they are not exempt in bankruptcy. In addition, he will
evaluate choices of proper tax advice against the loss of asset
protection? Furthermore, Gary will suggest Asset Protection Strategies
State by State.
Mr. Waitzman has spoken at and conducted numerous
seminars on estate and tax planning and holds monthly continuing education
classes for Financial Advisors and Insurance Agents. He is former
president and director of the Village of Wheeling Chamber of Commerce and
currently he is a member of the National Academy of Elder Law Attorneys (NAELA),
Northwest Suburban Estate Planning Council (NWSECPC), National Network of Estate
Planning Attorneys, American Association of Attorney – Certified Public
Accountants (AAA-CPA), Illinois State Bar Association, The American Bar
Association, The Northwest Suburban Bar Association, Illinois State Certified
Public Accountants, American Institute of Certified Public Accountants, The
Senior Service Coalition for Lake County, and a member of the MPS
Organization.
Gary is a founding principal of the Law Offices of
Gary Waitzman, LLC in Lincolnshire, Illinois. Gary prides himself on providing
the guidance, compassion counseling and expertise necessary to understand and
achieve planning goals. His practice focuses on estate planning, asset
protection and wealth management as well as Medicaid planning, pet trusts,
philanthropy, business representation, and legacy planning. He is licensed
in both Illinois and Wisconsin. He graduated from the University of Illinois in
1973. He earned his CPA license in 1975 and his J.D. from John Marshall
Law School in 1979. Mr. Waitzman spent 10 years at a regional public accounting
firm and 14 years as a managing partner of a 40 attorney law firm which has
enabled him to specialize in the legal, accounting and administration needs of
his clients. He co-founded his first law firm in 1983.
Everyone is welcome – members, non-members, students,
clients, guests and staff.
Registration & Buffet: 8:00 AM to 8:15
AM
Program: 8:15 AM to 10:00
AM
CPE Credit: 2 Hours CPA CPE
Location: McCormick & Schmick’s
Seafood Restaurant
Skokie, IL
60077
NE corner of Old Orchard Mall
(Old Orchard Rd/Skokie Blvd)
Cost: $20.00 includes Continental
breakfast and program
(Cash or checks at the door [checks preferred]
payable to ICPAS)
To register: Please indicate your name and phone
number:
Email to: [email protected] or
call: Joe Rieber at 847-779-6430