Estate Planning Opportunities in 2011, 2012, 2013 and Beyond
Estate Planning Opportunities in 2011, 2012, and Beyond
from the Southern Federal Tax Institute
Atlanta, Georgia - September 19-23, 2011
By Deborah (Debie) Leonard
Tax Partner, Thomas Howell Ferguson, P.A.
Debie has over 23 years experience in providing tax, accounting, and business advisory services to a variety of individuals, small businesses, estates, trusts, not-for-profit associations, political organizations, and charitable foundations. Selected responsibilities include planning, review of tax returns, research on tax engagements, and wealth management planning. She has been involved in the preparation of several applications for exempt status, representation before the Internal Revenue Service, income tax planning strategies, personal financial planning, estate planning, charitable planned giving, and retirement planning.