Principal David Shiner presents Estate and Charitable Planning

October 2, 2020

Related PeopleDavid B. Shiner

Practice AreasTax & Employee Benefits

On Wednesday, Oct. 21 from 8:15 a.m. to 12:05 p.m., Chuhak & Tecson, P.C. principal David Shiner will present the Estate and Charitable Planning webinar. This program is hosted by the Illinois CPA Society and will explore the estate planning process and its basic documents. He will also cover key estate and gifting strategies such as an annual exclusion, portability, funding clauses and other advanced strategies. For more information or to register for Estate and Charitable Planning, 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, the Illinois CPA Society (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.