Year End Tax Planning Developments Webinar Tuesday

19dec12:30 pm1:30 pmYear End Tax Planning Developments Webinar Tuesday

Event Details

Mr. Denicolo and Mr. Crotty will discuss planning in light of the potential tax changes on the horizon, and will explain important items to address before the end of the year. This program concentrates on the techniques that are available for planners to utilize client’s lifetime gift exemptions and the potential pitfalls and traps that need to be considered. By the end of the session, attendees will understand how to structure tax and estate plans despite looming uncertainty, and how to design, analyze and implement estate planning techniques which allow clients and their advisers to stay flexible in the event of changes in the tax law.



(Tuesday) 12:30 pm - 1:30 pm