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National Tax Conference 2017


NTA1711 - Wealth Planning Update: What Do I Do Now?


Nov 6, 2017 2:45pm ‐ Nov 6, 2017 4:00pm

Standard: $49.00

Description

By November, there may (or may not) have been significant changes to our tax laws, including estate and gift taxes, and the generation-skipping transfer tax. This session will review those changes—if any—and review what clients and advisors should be thinking about in terms of wealth planning, and the tax and non-tax considerations that go into it; planning techniques that respond to the current 'state of play' will be discussed.

  • Understanding of the current state of wealth planning -- and the planning techniques that make sense.
  • Understanding some of the non-tax considerations that go into wealth planning.

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