The Legacy Center

Member Login

Not a Member? Sign Up

Lunch & Learn Series

View on Google Maps

Download to Calendar »

Thu Jun 21, 2012

Lunch & Learn Series




The Subject:

An Exploratory Look at the Impact of New Tennessee Tax Reform

Recently, Governor Bill Haslam signed into law two tax reform bills, HB3760 and SB2777, which phase out the Tennessee Inheritance Tax and remove the Tennessee Gift Tax retroactive to January 1, 2012, respectively. Until now, Tennessee and Connecticut were the only states with a gift tax. The implications of this action are yet to be fully known except that the impact is positive and changes the playing field for those who have estate and inheritance tax issues. On Thursday, June 21st, come share an exploratory discussion with Phil Bryce, as he takes you to the summit of new potential opportunities.

The Expert:

Phil BrycePhilip J. Bryce, JD, CPA, P.C. received his undergraduate degree in accounting from Brigham Young University (1974) and holds a J.D. degree from the University of Tennessee (1979), where he won the American Jurisprudence Award. Bryce is a certified public accountant (Arizona 1977). After spending his early years in taxation, Phil started his own firm in 1986 with the desire to understand all facets of the profession. Phil never bows to pressure or difficulty. He specializes in Estate and Asset Protection Planning, Elder Planning, Income Tax/IRS Negotiations, and advises small businesses in areas like Entity Formation.

With a large network of colleagues and 30 years in the legal field, Phil is the ultimate business advisor. In fact, he was voted by his peers in CityView Magazine as one of Knoxville's Top Attorneys 2011 in Estate Planning, Elder Planning, and Income Tax/IRS Resolutions. In addition to being one of the founding members of Wealth Counsel and Mid South Forum, Bryce is a member of the American Bar Association and its Real Property, Probate, and Trust section; Tennessee State Bar Association; and the Knoxville Estate Planning Council. Phil is admitted to practice before numerous courts, including the United States Tax Court. He frequently presents seminars for clients, attorneys, CPAs and other professionals on estate planning and asset protection.

Lunch Provided.

 

Note: The Legacy Centre's Lunch & Learn Series is a monthly/bi-monthly educational workshop in a small group setting that gives owners and key employees the freedom to ask questions and seek specialized training from experts on professional topics pertinent to their business success.

When

Thu Jun 21, 2012
11:30 a.m. - 1:00 p.m.

Where

Dental Images
1715 Downtown West Blvd
Knoxville, TN 37919