Chuck Schultz, Tax Partner John Gibbons, Sr. Tax Manager
With the advent of the 2017 Tax Cuts and Jobs Act, as well as other recent IRS regulations and case law, many taxpayers find that they have estate plans which no longer meet their personal and family needs. The myriad of changes in regulations have made it difficult to determine how best to keep an estate plan up-to-date.
Our FGMK estate and trust planning subject matter experts will offer their insights and guidance on this crucial tax planning topic regarding recent developments and their impact on proper estate, trust, and succession planning.
The goal of the webinar is to present the proper planning associated with new tax law and new deductions that are available. It will be of particular importance to closely held business owners, high-net-worth individuals, family offices, and those who seek guidance regarding beneficiary protection. The topics discussed will include, but are not limited to:
• The impact of Tax Reform on proper planning
• Recent estate planning developments
• Income tax planning with a focus on tax basis
• Trust income tax planning
• Charitable planned giving
• Asset protection planning
• Updates on business succession planning strategies
• Legacy planning and beneficiary protection
Note: The webinar will run for 60 minutes and will qualify for 60 minutes of CPE credit.
The contents of this webinar are intended for educational purposes only. Although there will be a general discussion of tax law and its application, your individual facts and situations may vary from those discussed. As such, the contents of the webinar should not be considered as tax or any other advice, and we strongly encourage you to contact your tax advisor with respect to your specific facts.