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Events

Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to do Now: Two-Hour In Depth Look

What a difference in estate tax an election can make! Democratic estate tax proposals could dramatically alter estate and related planning. Clients should act now.

Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations

Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, vehicles, pets, artwork, gold, alcohol, boats, electronics, cars, wine, guns, etc. Challenges you may face are as varied as the assets involved. This practical webinar will discuss critical planning, drafting, and tax considerations of planning for tangibles. The emotional aspects of tangible property can lead to family disputes.

2021 Income and Estate Tax Planning Steps to Recommend to Clients

We’ve now had some time to reflect on the results of the GA runoff election and see the Biden Administration begin. This program is an in-depth 2.5-hour discussion of income and estate tax planning practitioners should consider recommending to clients now. This program will review and expand considerably on a one-hour program presented immediately after the election results were known.

For more information, visit RetirementBenefitsPlanning