2010 TAX LEGISLATION: WHAT IT MEANS FOR LGBT COUPLES AND FAMILIES

You are invited to attend 2010 TAX LEGISLATION: WHAT IT MEANS FOR LGBT COUPLES AND FAMILIES. The new year signals many changes - and the tax code is certainly no exception. In this fun and timely informational session, you will find out why it is more important than ever to be sure your accountant understands the new laws and how they affect LGBT people, as well as who should have a current estate plan (Hint - Everyone!) Thursday, January 20, 2011, 6:00 - 8:00 p.m. in the Cathedral Wilsey Conference Center 1100 California Street, San Francisco. 6:00 p.m. Reception 7:00 p.m. Presentation, Q&A Welcome by The Very Rev. Dr. Jane Shaw, Dean of Grace Cathedral Grace With the benefits of domestic partnership and marriage come new opportunities for LGBTcouples and families, and more complications. This presentation will help you to takeresponsibility for ensuring that you maximize the opportunities and avoid the potentialundesirable tax and estate consequences of your relationship.

Topics covered will include: New federal income tax reporting requirements for registered domestic partners and LGBT married couples New gift and estate tax exemption levels and how they affect planning The importance of legal status Susan von Herrmann Presented by Susan von Herrmann, a partner at the law firm of Fitzgerald Abbott & Beardsley LLP. Susan focuses on assisting non-traditional families in estate planning, charitable planned giving, trustadministration, probate and trust controversy matters. Sponsored by Grace Cathedral, Horizons Foundation, and Integral Financial Solutions, LLC RSVP Please RSVP by Friday, January 14events@horizonsfoundation.org or 415.398.2333 x115.