Courtesy of WealthCounsel, LLC
Ever since 2001, the keyword for estate tax planning has been “flexibility.” Thanks to a 10-year phased-in temporary estate tax repeal, followed by a massive economic recession, and then followed by the Tax Act of 2012 that effectively repealed estate tax for all but 0.2% of the population in the United States, estate planning has been anything but predictable or boring. Fast forward to 2017, estate planners are left wondering… “What will the Republican-controlled Senate and the Donald Trump Presidency bring in terms of tax changes and how will that impact the estate planning industry?”
Estate planning is about much more than taxes, but we also know that tax and non-tax issues must be balanced against each other and considered for comprehensive solutions.
Download this free webinar with speakers, Matthew T. McClintock, J.D., TEP and David K. Cahoone, J.D., as they explore the key tax issues that estate planners should be advising clients to consider in their estate planning in 2017 and beyond. They will discuss the impact of the probable tax reform that will be coming with the new Presidency and will focus on the techniques to provide strategic legacy planning, inheritance preservation, and build flexibility into estate plans to adapt to future changes in law.DOWNLOAD WEBINAR
This complimentary Webinar is available courtesy of WealthCounsel, LLC.
ABOUT THE SPEAKERS
Matthew T. McClintock, J.D., TEP joined the team at WealthCounsel in July 2006 and currently serves as Vice President of Education. His personal mission – and the mission of the WealthCounsel education team – is to help attorneys be better attorneys by growing in knowledge and understanding, help them serve clients better by implementing more complete planning strategies, and enjoy their practices more through improved processes, happy and consistent client relationships, and strong relationships with collaborative advisors. Matt graduated law school from the University of Oklahoma Law School in 2000. Matt can be reached at [email protected] or by phone at 1-888-659-4069.
David K. Cahoone, J.D. is a frequent guest speaker at national conferences on many aspects of wealth strategies planning and successful collaboration among advisors to enable better planning for their clients. He went to undergraduate school at Eckerd College. He received his jurors doctorate degree from Western New England College School of Law and his Masters in Taxation from the University of Florida. David is also an author of articles and books in the areas of business planning and estate planning. David can be reached at [email protected] or by phone at (941)951-0707.