INSTANT DOWNLOAD: “Estate Planning in a Still Uncertain Tax World”

What Do You Now Recommend to Clients
in Such an Uncertain Tax Planning World?

 The Nation’s Leading Tax & Estate Planning Experts Weigh In!

For more than a year, estate planning professionals have had to wrestle with the potential for a complete revolution of the rules of the road as we’ve known them. The list of changes that the Democratically controlled Congress considered included a drastically reduced exemption, significant limits on annual exclusion gifting, a capital gains tax on death, limits on GST trusts as well as new limits on grantor trusts.

Then, President Biden and the Democrats hit the reset button, and the most recent version of Build Back Better Act that just passed the House doesn’t contain any changes to the transfer tax system.

Now, the question presented for many advisors is where this leaves us with respect to go-forward planning for our upscale, business-owner clients?

To provide their expert perspectives on what this all means and what direction planners should take, we have turned to three of the nation’s leading tax and estate planning experts, Jonathan G. Blattmachr, Esq., Martin Shenkman J.D., CPA, MBA, and Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA. Join them for one of the most important and time-sensitive presentations you will want to tune into entitled, “Estate Planning in a Still Uncertain Tax World”.

During this 93-minute program, they will cover the following:

• Should clients continue to utilize their exemption to implement large wealth transfers?
• What’s the risk of “claw back” based on the IRS’ most recent Priority Guidance Plan?

• How will the proposed income surtax impact trusts and estates?
• How will the proposed expansion of 3.8% NIIT to business income greater than $400,000 impact planning?

• What’s the potential impact of the repeal of certain Section 1202 small business stock benefits for taxpayers greater than $400,000?
• How to plan for the MEGA IRA rules that are included in BBBA version 2.0?

• What should we be including in client letters/emails that attempt to describe where things are now?
• What changes can we expect the Senate to make when take up deliberations?

• What year-end tax planning strategies should we be recommending?
• And much more!

Your purchase includes: Downloadable PDF handouts materials and video and audio recordings. A PDF transcript may be added on for an additional fee during the checkout process.