Tax planning can be very difficult for the mass affluent client. These taxpayers, our client base, have many difficult decisions to make regarding elections and the appropriate disposition of assets. These decisions are further complicated by speculative concerns such as future investment performance and possible changes to the law.
This workshop will cover the tax and asset protection issues involved in planning for the $5-$12 estate. Specifically, we'll discuss the most relevant sections of the Code to understand, the mathematics of the portability election, the mathematics of various common estate planning techniques, and estate planning for IRAs.
In order to ensure that potential election impact can be added into this workshop for the best and most up-to-date content experience, a detailed agenda will not be posted until late spring.
CPA/PFS, MST, AEP (Distinguished), CGMA ,
Keebler and Associates, LLP