BREAKING NEWS:
The Harris Campaign Releases Economic Agenda with
Radical Changes to the Transfer Tax System!
What Every Estate Planner Needs to Know (and What to Do About It!)
Vice President Kamala Harris released her economic agenda in her first major policy speech, giving some general insight into her tax priorities, with a promise of more details to come in the weeks ahead. She included a plan to lower housing costs that would be funded with will be funded by using Senator Warren’s American Housing and Economic Mobility Act of 2024. Warren’s Mobility Act represents a radical reconfiguration of the transfer tax system.
Whether you’re an attorney, financial advisor, CPA or other estate planning professional, it’s critical that you know how these proposals impact the planning techniques that you’ve traditionally implemented for clients. With the current rules sunsetting at the end of 2025, there are things you need to be doing to help your clients right now!
This is why we have turned to three of the nation’s leading tax and estate planning experts, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Martin M. Shenkman J.D., CPA, MBA and Jonathan G. Blattmachr, Esq. to put together this very timely presentation entitled “The American Housing and Economic Mobility Act of 2024”.
During this 63-minute presentation, our expert team will review the following:
- Proposed reduction of the estate tax exemption amount to levels we haven’t seen in 15 years!
- A significant increase in the estate tax rates
- The implementation of a surtax on estates valued at over $1 billion
- The potential impact of new requirements for GRATs
- The essential end of the use of new grantor trusts
- Impose a generation skipping transfer tax on transfers to anyone three generations below the transferor of the trust
- Reducing the current $18,000 annual exclusion and limiting the total amount of annual exclusion gifts per donor
- A limit on discounts by reason of family control and the discount on the transfer of non-business assets
- Tax strategies clients and their advisors should be thinking about implementing right now!
- And much, much more!
Your purchase includes an instantly downloadable video and audio recording and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.
- Program Title: The American Housing and Economic Mobility Act of 2024
- Speaker: Jonathan G. Blattmachr, Martin M. Shenkman, Robert S. Keebler
- Duration: 63 minutes
Purchase
ABOUT THE SPEAKER
Jonathan G. Blattmachr
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…
Martin M. Shenkman
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…
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) 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 Planners & Councils. 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. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue…
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.