Principal David Shiner presents an Estate and Charitable Planning two-part series
Chuhak & Tecson, P.C. principal David Shiner
will present a two-part webinar, titled Estate and Charitable Planning, to the Illinois CPA Society (ICPAS) on Wednesday, June 16 and Tuesday, June 29 from 8:30 to 10:30 a.m. These virtual programs will explore the estate planning process and the required documentation to execute a successful estate plan. He will also focus on key estate and gifting strategies such as annual exclusion, portability and funding clauses among other advanced approaches. For more information or to register for the programs, click here
As leader of the firm’s Tax and Employee Benefits practice group, Shiner works closely with his clients resolving tax controversies and structuring transactions that minimize exposure to state and federal estate taxes. Shiner is also a certified public accountant with a master of laws in taxation. He is highly experienced with handling cases in the U.S. Tax Court involving gift, estate and income tax matters.
Founded in 1903, ICPAS is one of the largest state CPA societies in the nation with more than 23,200 members. ICPAS is an essential partner for success, providing convenient and customized education, timely and relevant information, influential advocacy, and countless opportunities to make powerful professional connections.