Our next Professional Development Series event, “Triple Teaming the IRS for Future Prosperity” with Bob Buechner & Skip Beckett of Buechner Haffer Meyers & Koenig Co., L.P.A., will be held at 11:00am, before the Thursday, October 10, 2024, meeting.
The Instructors
Robert W. Buechner is President of the law firm Buechner Haffer Meyers & Koenig Co., L.P.A. in Cincinnati. He is a graduate of Princeton University and the University of Michigan Law School and has earned the prestigious CLU and ChFC designations form the American College.
He has been designated as a Super Lawyer since 2009 and is certified as a specialist in Estate Planning, Trust and Probate Law by the Ohio State Bar Association. Nationally recognized as an authority on tax and financial matters, Mr. Buechner has authored six books, published 18 articles and has spoken at over 1,000 tax, financial, and motivational forums. He has also spoken at the Million Dollar Roundtable and nine CLU institutes.
In addition, he has been an entrepreneur, starting “Team Coaching for Winning at Life” and has developed a seminar program with Tara L. Robinson titled “Connecting Passion and Purpose.”
William Arthur “Skip” Beckett is an associate attorney with BHMK Law, whose practice focuses on Estate & Tax Planning, Trust Administration, Probate, and Business Law. Skip is a graduate of the University of Cincinnati College of Law and the University of Alabama.
The Course
“Triple Teaming the IRS for Future Prosperity”
Rotarians Bob Buechner and Skip Beckett of BHMK Law will discuss:
- Why Roth IRAs are the golden nugget of estate planning. Better than tax-free cash – better than gold!
- Getting paid for setting up a stream of lifetime income – Make the IRS pay you!
- Building income and estate tax-free wealth for future generations – on an asset protected basis.
