Join us for an insightful and comprehensive seminar on Transfer Tax Planning Basics, where we delve into the intricacies of estate, gift, and generation-skipping transfer taxes. This seminar is designed to provide attendees and their clients with a clear understanding of the fundamentals of transfer tax planning, enabling them to make informed decisions to optimize their financial legacy and minimize tax liabilities.

Hosted by SUU’s Legacy Advisory Council
Free for SUU friends, alumni and family members  
Please RSVP by calling (435) 477-2501 or email Ryan Stringfellow

Who is presenting?

Rhonda Gardner, CPA
Rhonda Gardner owns Gardner Estate & Trust CPA, and has over 35 years of experience in accounting and taxation.  She started this unique CPA firm specializing in estate, gift, and trust accounting and taxation after observing the costly damage that can be done when there is inadequate or inexperienced follow-up on estate plans. 

David M. Grant
David M. Grant maintains a legal practice at the law offices of Grant Morris Dodds, PLLC, where he is a founding member and where he handles the estate planning and business law needs for families in Southern Utah and Southern Nevada.  His law firm recently acquired the law practice of Kent Corry, Esq.  David also regularly speaks and writes on topics of trusts and estates, taxation, and asset preservation.  David is also an Assistant Professor of Accounting and Business Law at Southern Utah University, where he teaches courses in business law and taxation to undergraduate and graduate students at the Dixie L. Leavitt School of Business. Mr. Grant is licensed to practice law in Nevada and Utah.