Central Bank & Trust Company

"Planning to Minimize the Tax Consequences of--and Avoiding Unpleasant Tax Surprises For--Distributions & Transfers of Interests Involving IRAs and Roth Conversions"

Date: Tuesday, February 3, 2015
Time: 11:30am - 1:00pm
Location: Portofino - 249 E. Main Street, Lexington
Speaker: Bill Freedman - Dinsmore & Shohl, Cincinnati, OH

Date: Tuesday, February 3, 2015 
Time: 11:30am - 1:00pm 
Location: Portofino - 249 E. Main Street, Lexington 
Speaker: William M. Freedman, Esq. - Dinsmore & Shohl LLP, Cincinnati, OH 

Dear Bluegrass Estate Planning Council members:

We are pleased to present our next meeting as follows!

What: "Planning to Minimize the Tax Consequences of--and Avoiding Unpleasant Tax Surprises For--Distributions & Transfers of Interests Involving IRAs and Roth Conversions "

Who: William M. Freedman, Esq - Dinsmore & Shohl, LLP, Cincinnati, OH

When: Tuesday, February 3rd - 11:30-1:00

Where: Portofino (party room), 249 E. Main Street, Lexington

Cost: $15 for members/$25 for guests - Cash, Check and all major Credit Cards accepted at the door only

Go to http://bgepc.org/events/event/10985 for more information.  

We are excited to welcome Bill Freedman to the Bluegrass Estate Planning Council.  Mr. Freedman is a partner in the corporate division of Dinsmore & Shohl.  His tax and estate planning practice involves advice to individuals and businesses, including corporations, partnerships and limited liability companies. His experience includes federal individual, partnership, and corporate tax planning; disputes with the Internal Revenue Service; and planning for deferred compensation, qualified retirement, and IRA/403(b) plan distributions, among many other areas.  This meeting will cover an array of issues with regards to IRA and Roth conversions and is one that you cannot afford to miss.

It is IMPERATIVE that you RSVP by clicking the BGEPC website link above and completing the information under the “Register Now” button no later than Monday, February 2nd, at 12:00 PM. Alternately, you are welcome to reply directly to this e-mail if you prefer.  Please note that if you come to the meeting without RSVP'ing, you may or may not be admitted entrance based upon the number of those who RSVP. Please also 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, February 2nd. 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, February 3rd!!

Melissa Gregory, Council Executive

P.S. Have a friend or colleague who might benefit from this meeting and/or our group? Please feel free to forward this to anyone who may be interested in joining us!

We would like to thank our 2014-2015 Corporate Sponsors:

Platinum - Central Bank, Community Trust and Investment Company and Frost Brown Todd LLC

Gold - Embry, Merritt, Shaffar & Womack, PLLC

Silver - MCF Advisors and Ray, Foley, Hensley and Company, PLLC

Bronze - PNC Wealth Management


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