In this meeting, hear about the latest in estate tax reform and the 2021 planning window.
BENEFITS
Earn 3 CPE credits in Tax.
HIGHLIGHTS
Sponsored by:
What Tax Professionals Should Know About Trusts and Estates: Estate Tax Reform and the 2021 Planning Window
Parag Patel, Esq. - Patel Law Offices
With anticipated intergenerational transfer of property we will focus on what every tax professionals should know about trusts and estates. With new tax changes expected this year, we will discuss lower estate tax exemption, increased tax rates, elimination of certain valuation “discounts” and planning opportunities and traps to avoid. Experienced attorney Parag Patel has counseled hundreds of clients in the successful estate planning cases.
Estate and Tax Planning for Hight Net Worth Clients
Richard Austin, J.D., LL.M., CIMA®, CBEC - Integrated Partners
Considering the current tax climate, our high net worth clients and business owners are looking for direction. They are asking: Are income and estate tax laws changing? How are we impacted? What can we do to mitigate taxes? Throughout this webinar we will discuss an overview of the tax landscape and tax planning techniques to review with your clients.
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.