Registration is Open~FSP Chapter Online Webinar-Tax Planning Strategies/Recent Developments

  • 02/15/2018
  • 8:00 AM - 9:00 AM
  • Webinar


Registration is closed

Dr. Robert R. Johnson, Ph.D., CFA®, CAIA® named president and CEO of The American College

FSP Atlanta Chapter Online Webinar

Join us Thursday February 15, 2018

Time: 8:00am-9:00am

Our Speaker Doug Duncan will speak on

“Tax Planning Strategies & Recent Developments”

Doug will review recent developments in the areas of estate planning, business and tax planning strategies, and how the use of life insurance as a planning tool is impacted by those developments.

Douglas W. Duncan is a principal of Lefkoff, Duncan, Grimes, McSwain & Hass. Doug concentrates his practice in trusts and estates with emphasis on estate and tax planning for business owners and investors.

He advises a broad range of business owners and other executives in estate planning, estate administration, taxation, insurance, executive compensation plans and closely-held business matters.

Doug is a frequent lecturer to professional groups and has published outlines and articles on generation-skipping tax planning, deferred compensation arrangements, estate planning for landowners, estate planning for closely-held business owners, and other estate planning and tax planning matters. He is coauthor of "The InterActive Will and Trust Drafting System," published by InterActive Professional Software for attorneys.

Doug was admitted to practice in Georgia in 1980. He is active in the American Bar Association, and served as Chairman of the ABA Committee on Special Problems of Executives, Professionals and Multi-Jurisdictional; State Bar of Georgia, Fiduciary Law Section, Taxation Section; Atlanta Bar Association; Atlanta Estate Planning Council, Association for Advanced Life Underwriting; and the American Society of Chartered Life Underwriters.

Prior to joining Lefkoff, Duncan, Doug headed the Tax Division, Trust Department, The Citizens and Southern National Bank (now Bank of America) in Atlanta (1971-1980) and practiced law with Haas, Holland, Lipshutz, Levinson and Gilbert (1980-1982).

Doug received his undergraduate degree (1968) from Duke University and his law degree (1980), magna cum laude, from Woodrow Wilson College of Law.

1 Hour of GA Insurance Credit, 1 Hour of CFP Credit (applied for)

Where: Via Webinar *Webinar Information will be released just prior to the event*


FREE to FSP Members

Non-members  $25.00

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