Principal David Shiner presents Estate and Charitable Planning
Chuhak & Tecson, P.C. principal David Shiner
will present an in-person program titled "Estate and Charitable Planning" to members of the Illinois CPA Society (ICPAS) and Independent Accountants Association of Illinois (IAAI) on Thursday, Nov. 17 from 7 to 8:40 p.m. at Rose Garden Café in Elk Grove Village. Registration is from 6 to 6:30 p.m. followed by the program and dinner. The cost is $35 if registered before Nov. 15 and $40 if after Nov. 15. COVID-19 vaccination confirmations are required. And the state-wide mask mandate must be adhered to as well. Each attendee will receive a form that must be completed on-site to attend the program.
Shiner’s program will explore the estate planning process and the required documentation to execute a successful estate plan. He will also cover 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 program, contact Vera Kapka at email@example.com.
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. He 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.
IAAI was established in 1949 and is the Illinois State Affiliate Organization of the National Society of Accountants. Their mission is to provide accounting and tax professionals with the very best education, representation, legislative alertness, cutting-edge technology and opportunities to interact with other professionals.