AICPA ENGAGE 2018

TAX1826 - Navigating a Bold, New Tax World: Estate & Financial Planning Under the "Tax Cuts & Jobs Act"

Jun 14, 2018 9:30am ‐ Jun 14, 2018 10:45am

Standard: $49.00

Description

Our esteemed panel will:
• Explain the estate and gift provisions of the "Tax Cuts and Jobs Act"
• Discuss how planning with your clients has changed in this new environment.
• Importantly, our experts will outline the tax and non-tax strategies that your clients need to consider and implement right now to stay ahead of the planning curve.

Speaker(s):

  • Jeremiah W. Doyle, LL.M. (Taxation), Senior Vice President, BNY Mellon Wealth Management
  • Martin S. Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn,LLP
  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP
  • Steven G Siegel, J.D., LL.M. (Taxation), President, The Siegel Group
Tags: TAX

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
* - Indicates answer is required.
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content