Estate and Income Tax Planning After the American Taxpayer Relief Act

???FOLLOWING the passage of the American Taxpayer Relief Act (ATRA 2012), it is important to work with your clients’ to review their estate and income tax planning to determine if adjustments need to be made in light of the new tax provisions.

Join us at the next FPA of Michigan Quarterly Education Program when Alan J. Ferrara, JD and Stephen M. Feldman, JD will present “Estate and Income Tax Planning After the American Taxpayer Relief Act”.

This presentation will review specific tax changes of ATRA 2012, how they may affect your clients, and planning opportunities because of the tax changes.

The Session also will include a discussion of planning strategies currently unaffected by the legislative changes.

Event Details
Date:  Wednesday, March 13th
Time:  9:00 am to 11:00 am
Where:  VisTaTech Center at Schoolcraft College
Cost:  $30 members/first-time guests • $45 non-members


About the Speakers:

Alan J. FerraraAlan J. Ferrara is an attorney with more than 34 years experience. Alan’s primary practice areas include Estate Planning, Retirement Planning, Business Planning and Tax Planning. He has been a Member of the Firm since 1995.

Alan was admitted to the practice of law in Michigan in 1976, and received his Juris Doctor from Wayne State University and his undergraduate degree in business administration from the University of Michigan in 1973. He is a member of the State Bar of Michigan (Member: Corporation, Finance and Business Law Section; Taxation Section and Employee Benefits Committee; Probate and Trust Law Section) and is also a member of the American Bar Association.   Read more about Alan

Stephen FeldmanStephen M. Feldman is an attorney with more than 30 years of experience. His practice involves taxation, transactional work, estate planning, business planning and tax planning. He has been a member of the Firm since 1995.

Steve was the editor of the Michigan Tax Lawyer and is a past Chairperson of the State Bar of Michigan Taxation Section. He has lectured before many groups on estate planning, tax planning and IRS controversy work. Steve has been an adjunct professor at the Walsh College. He also has been in “Super Lawyers” for five consecutive years.  Read more about Stephen


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