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Northeast Chapter: 2016 Estate & Financial Planning Workshop (ZZNE110216)
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 Export to Your Calendar 11/2/2016
When: Wednesday, November 2, 2016
From 11:30 AM until 1:30 PM
Where: Bayou DeSiard Country Club
3501 Forsythe Ave
Monroe, Louisiana  71201
United States
Presenter: Jerry Schreiber, CPA
Contact: Nicolette Releford
(318) 330-6164


Online registration is available until: 11/2/2016
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Jerry Schreiber, CPA, a Partner with Schreiber & Schreiber CPAs, will be our speaker for the topic of Estate & Financial Planning.

Topics Include:

  • Estate, Trust, and Gift Considerations
  • Current Developments
  • Louisiana Items
  • 2015 Tax Acts
  • Pre Filing Practice Issues
  • 2015 Returns


Agenda: 11:00 – 11:30 am Registration
11:30 am – 1:30 pm Presentation
Fee: Members: $40
Student: $30
Non-Member: $50
After 11/1 add $10
CPE: 2
Category: Taxation
Level: Intermediate
Speaker Bio

Gerard H. Schreiber, Jr., CPA is more than just your average accountant. He specializes in individual income taxation and IRS controversy matters, led the effort as an IRS liaison with the practitioner community for disaster relief after Hurricane Katrina, owns a tax practice with his sister, and has volunteered with the AICPA Tax Division for 15 years. He currently serves as the chair of the Statements on Standards for Tax Services (SSTSs) Task Force and as a member of the Tax Practice Responsibilities Committee (TPRC). He previously served another term on the TPRC and has served on the IRS Practice and Procedures Committee and the Tax Forms Committee.

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