Update on KY Tax Issues/Client Security
We are thrilled to welcome back Mr. Jim Worthington, of Worthington Law Firm in Louisville, KY, to speak to us for our final meeting of the 2017-2018 program year!
Jim practices all aspects of trust and estate planning and administration, including business succession and tax planning, as a solo practitioner in Louisville, Kentucky. After starting his own law practice in 2010, he earned an LL.M. in Taxation with high honors from the University of Alabama School of Law in 2011. He was elected an ACTEC Fellow in 2014, is the past chair of the KBA Probate section, the current chair-elect of that group, and is a member of the KBA Probate section’s legislative committee. He has experience as a trust officer with a major regional bank, as a lawyer with one of Kentucky’s most distinguished law firms, and as a partner in a small firm in Durham, North Carolina. When he’s not practicing law, he’s spending time with his family and indulging his love of the outdoors.
***Please rememberl that we will be holding our final drawing of the year for a $500 Visa gift card! Be sure to come out and get one more business card in the drawing. MUST BE PRESENT TO WIN!***
This meeting will be held at Portofino, 249 E. Main Street, from 11:30 AM to 1:00 PM on Tuesday, May 1st.
It is IMPERATIVE that you RSVP by either registering online or by replying directly to this email no later than Monday, April 30th, at 12:00 PM. When accepting, please be sure to provide me with the name of any guest(s) you may be bringing with me so that a nametag can be prepared for them.
Cancellations will be accepted until 5:00 PM on Monday, April 30th. If you do not cancel your reservation, you may be billed for the regular meeting fee as the Council becomes financially obligated to cover costs.
We look forward to seeing you on Tuesday, May 1st!
***We would like to thank our 2017-2018 sponsors!!***
PLATINUM: Central Bank and Trust Co. and Community Trust and Investment Company
GOLD: RFH CPA’s
SILVER: MCF Advisors