Client Seminar Tuesday – December 8, 2015

Client Seminar Tuesday – December 8, 2015

Everything You Need to Know About Estate Planning

Our seminar will address income tax issues that people can experience when dealing with estates. We’ll go beyond the basics, debunk common myths and address your questions to make sure you’re fully prepared. Topics will include:

  • When and what to gift in the current estate tax environment
  • How income taxes may be more important than estate taxes in your planning
  • Comparative tax rates
  • How the step up in basis and resulting income tax savings may be more important than avoiding estate taxes
  • How some assets are more income tax friendly than others

Your CST Group Presenter

CST-CharlesCocke256-Edit-2Charles Cocke has spent more than 40 years in the accounting profession. His areas of practice include tax planning for business acquisitions and transactions, estate planning, and litigation support. He also has founded numerous other closely held businesses as a venture capitalist and is very familiar with the most advantageous tax structure for closely held businesses. Charles has been voted a Super CPA by his peers in Virginia six times and has been named a Smart CPA by SmartCEO magazine. He was recognized as a Top Financial Professional in Estate Planning in 2014 by Northern Virginia Magazine.


Date: December 8, 2015

7:30AM – 8:00AM Registration, Breakfast & Networking
8:00AM – 9:00AM Presentation and Q&A

Mon Ami Gabi, Reston Town Center
11950 Democracy Drive
Reston, VA 20190