Colorado Springs, CO 80922 Monument, CO 80132
Phone (719) 596-3718 (719) 488-5637 Phone
Fax (719) 596-3719 (719) 488-5651 Fax
ESTATE PLANNING SERVICES
Click Here to read a review of our seminars on Estate Planning...
Click below to view our Estate Planning Presentation as well as an accompanying video called:
Stay Rich Forever & Ever with Ed Slott
DID YOU KNOW...
The Federal Estate tax laws are scheduled to revert to the pre-2001 levels... 55% on estate values greater than $1 million. Furthermore, there is a reduction in stepped up basis on inherited property.
DID YOU KNOW...
Your personal representative or executor must have the legal authority to act on your behalf in case of medical or other contingent situations.
DID YOU KNOW...
That when you are creating your estate plan, you need to balance estate taxes, income taxes, and financial security for yourself and your beneficiaries.
DID YOU KNOW...
It is possible not to pay ANY estate taxes with the proper planning!!!
ESTATE
PLANNING
November 11th ~ 6:30-8:30
Jeff Burum and Michael Strong of Jackson National Life Insurance Company will be hosting this financial planning seminar, entitled: "Where Do We Go From Here?" on November 11th from 6:30-8:30pm in Monument, CO. With the financial turmoil over the past two years it has never been more important to educate yourself on how to properly plan for your financial future. RSVP today!
November 4th ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 11/04/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.
November 2nd ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 11/02/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.
September 16th ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 09/16/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.
September 14th ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 09/14/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.
September 9th ~ 6:30-8:30
Jeff Burum and Michael Strong of Jackson National Life Insurance Company will be hosting this financial planning seminar, entitled: "Where Do We Go From Here?" on September 9th from 6:30-8:30pm in Monument, CO. With the financial turmoil over the past two years it has never been more important to educate yourself on how to properly plan for your financial future. RSVP today!
July 13th ~ 6:30-8:30
Jeff Burum of Jeff Burum CPA, MBA LLC & Professional Financial Planning, Inc. and Mitch Hersch & Michelle O'Haren of Pacific Life Insurance Company will be hosting this estate planning seminar, entitled: "Leaving a Legacy" on June 13th from 6:30-8:30pm in Monument, CO. With the financial turmoil over the past two years it has never been more important to educate yourself on how to properly plan for your financial future. RSVP today!
UPCOMING EVENTS
