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., Marty 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.
ABOUT THE SPEAKER
J.D., LL.M. (Taxation)
Jonathan G. Blattmachr brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Mr. Blattmachr has been recognized as one of the country’s most creative trusts and estates lawyers. He writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored five books and over 500 articles on estate planning topics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York…
J.D., CPA, MBA
Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant from Paramus, New Jersey. He received his Bachelor of Science degree from Wharton School, University of Pennsylvania 1977 with a concentration in accounting and economics. He received a Masters degree in Business Administration from the University of Michigan 1981, with a concentration in tax and finance. Mr. Shenkman is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a…
CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.