G.P. Diminich will be presenting an educational workshop, co-hosted by Wells Fargo, on August 8 from 4 – 6 p.m. at The Harbour Club in Charleston, S.C.
The workshop will include the opportunity to earn one continuing education hour for Certified Public Accountants. The workshop, “Estate Planning Environment After the American Taxpayer Relief Act of 2012”, will be instructed by G.P. Diminich.
The learning objective of the workshop is to better understand key issues relating to mergers. This is an intermediate level course and requires basic account knowledge. Brian Martin of Columbia Management will also discuss 529 best practices and Jess Winterer of Putnam will give a presentation on tax planning opportunities for the 2013 tax year.