Dinner Meeting: Using Charitable Remainder Trusts to Defer Reporting Gain from the Immediate Sale of Marketable Securities for Cash
Jerome M. Hesch is a member of Meltzer, Lippe, Goldstein & Breitstone, LLP in their Boca Raton, Florida office and is Special Tax Counsel to Oshins & Associates in Las Vegas Nevada. He is the Director of the Notre Dame Tax and Estate Planning Institute, on the Bloomberg Tax Advisory Board, and a Fellow of both the American College of Trusts and Estates Council and the American College of Tax Council. He has published numerous articles, several Tax Management Portfolios on Partnership Tax with Elliott Manning, and co-authored a law school casebook on Federal Income Taxation, now in its fifth edition. He is a member of the NAEPC Estate Planning Hall of Fame and received the Lenard Silverstein Lifetime Achievement Award from Bloomberg Tax.
*Note: Continuing education is provided for Attorneys (CLE), Certified Financial Planners (CFP), Certified Trust and Fiduciary Advisors (CTFA), and Certified Public Accountants (CPA). CE is only available for members.
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