On November 19, 2014, Bob Kleinknecht of Oakstone Law, together with Randy Wright and Matt Shell of Markham Norton Mosteller Wright & Co. presented a breakfast panel discussion. Topics included helpful year-end income tax tips, as well as important family and charitable gift planning things to remember. Click the video to watch. Click on Continue Reading below to find the link to the presentation slides.
You can download the presentation slides here: Timely Tax & Trust Tips Presentation – for MNMW-Oakstone seminar
About Oakstone Law, PL
Oakstone Law PL was founded by Bob Kleinknecht. A member of the Family Trust Subcommittee, the Estate Tax & Trust Planning (ETTP) Committee and the Real Property, Probate & Trust Law (RPPTL) Section of the Florida Bar, Kleinknecht has 15 years’ experience.
Prior to founding Oakstone law, he spent more than eight years serving as a personal, in-house estate, tax and charitable planning attorney for a Forbes 400 family in New York and Florida. Before that he was an estate planning and estate settlement attorney with prominent firms in Boston and Washington, D.C. after beginning his career with a boutique firm in Naples, Florida.
Licensed in Florida and Massachusetts, Kleinknecht has developed a practice model that eliminates billing by the hour and offers a streamlined, customized client process supported by technology, security and a personal approach.