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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


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.


  • Jeremiah W. Doyle, BS (Accounting), J.D.,LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
  • Martin S. Finn, CPA, J.D., LL.M., Partner, Lavelle and Finn, LLP
  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler and Associates, LLP
  • Steven Siegel, J.D., LL.M. (Taxation), President, The Siegel Group
Tags: TAX

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