Please register for this recorded NAFC webinar. This webinar is open to NAFC and ATA members.
Should you be revising your estate plan or engaging in the estate planning process? Statistics show that 55% of Americans die without a will or estate plan. Even those with plans in place do not understand them or believe it meets their needs.
This webinar will inform executives and business owners about estate planning (wills, powers of attorney and trusts), wealth transfer strategies and provide practical steps to start the conversation around ensuring your family’s wealth, business, and values successfully transition to the next generation. Join Bob Paredes, Director, BKD Wealth Advisors LLC and Karen Fleming, CPA, Director, BKD, on May 12 to learn more.
Bob Paredes, Director, BKD Wealth Advisors LLC
Bob has more than 18 years of experience in wealth management, having worked for multiple bank trust departments since 2000. He has administered significant personal trust and investment management relationships and provided financial and estate planning services to many high-net-worth families. He coordinates investment management with tax, retirement, financial education and estate planning. In addition, he counsels clients on business succession and asset protection, as well as the psychology of wealth, by working through the potential impact of a client’s decisions on family unity and harmony.
Bob is a member of the Missouri Bar and the Kansas City Estate Planning Society. He also is active in the community, serving as a member of the board of directors of the Bright Futures Fund and as a member of the Patron Committee for Snow Ball, an annual fundraiser for Catholic Charities of Northeast Kansas.
He is a graduate of Rockhurst University, Kansas City, Missouri, with a B.A. degree in political science and Spanish, a graduate of University of Kansas School of Law, Lawrence, with a J.D. degree, and a graduate of The University of Missouri-Kansas City School of Law with an L.L.M. degree in taxation.
Karen Fleming, CPA, Director, BKD
Karen has almost ten years of tax and accounting experience. She offers tax consulting and compliance services for closely held business owners and their families. She is a BKD Private Client Services advisor and focuses on offering services for high-net-worth individuals, including divorce, post-death tax administration, estate and gift planning, partnerships and LLCs, as well as closely held corporations and their shareholders. She serves clients in numerous industries, including professional services, investment partnerships, manufacturing and real estate.
She is a member of the American Institute of CPAs, Illinois CPA Society (ILCPAS), the Trust and Estate Committee for ILCPAS and DuPage County Estate Planning Council. In addition, Karen engages in lectures on trust income taxation and specialized trust topics for ILCPAS. In 2017 and 2018 Karen was awarded the ILCPAS Distinguished Service Award.
She is a 2009 summa cum laude graduate of Northern Michigan University, Marquette, with a B.S. degree in accountancy, and a 2018 graduate with distinction of DePaul University, Chicago, Illinois, with an M.S. degree in taxation.
National Accounting and Finance Council (NAFC) members are eligible for an hour of CPE credit for attending this webinar. For details on the CPE and membership, contact Lonnie Edwards at firstname.lastname@example.org.
This is a "Group Internet Based" offering and no prerequisites are required. NAFC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of accountancy have final authority on the acceptance of individual courses for CPE credit Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Ave North #700, Nashville, TN 37219.
Note: A recording will be provided to all approved registrants post webinar even if you are not able to attend.
**NOTICE: ATA webinars are strictly educational for our members, and are not press events. The information contained in this webinar is not intended for, nor should it be used in, the production, editing or creation of news or analysis pieces. Participants are also forbidden from using them as background for published materials, white papers or other communications. Therefore, the contents of this webinar are strictly embargoed and off the record.