Sophisticated Tax Planning for Your Wealthy Clients 2018

SOP1812 - Ask the Experts Panel: Questions and Answers on the Tax Cuts and Jobs Act

Nov 30, 2018 2:55pm ‐ Nov 30, 2018 4:10pm


Our esteemed panel will answer your questions regarding the income, estate and gift tax provisions of the Tax Cuts and Jobs Act (“TCJA”) and discuss planning strategies that are relevant for your clients now and in the future in this new environment.

  • Recognize and identify questions regarding TCJA recent developments and IRS guidance.


  • Jere Doyle, J.D., 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
  • Anthony Nitti, CPA, MST, Partner, WithumSmith+Brown
  • Martin M. Shenkman, CPA/PFS, MBA, AEP (distinguished), J.D., Attorney, Shenkman Law
  • Amy Y. Wang, CPA, Senior Manager, AICPA

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