0      0

AICPA ENGAGE 2019

EST1901 - Planning for the Non-Taxable Estate


Jun 9, 2019 5:10pm ‐ Jun 9, 2019 6:00pm


Standard: $49.00

Description

This presentation will discuss how tax advisors should tell their their wealthy (but not ultra-wealthy) clients who no longer have a Federal estate tax problem because of the very high (and temporarily doubled) applicable exclusion amounts. It will discuss estate and income tax planning techniques in light of estates of varying sizes, the risk of expiring exclusions, the “clawback” regulations, and state income and death tax considerations.

Learning Objectives:

  1. When (and how) should clients make large taxable gifts?
  2. How to build flexibility into client plans if tax laws change.
  3. Techniques that maximize income tax savings when transfer taxes are no longer a problem.

Speaker(s):

  • Paul S. Lee, J.D., LL.M. (Taxation), Global Fiduciary Strategist, Northern Trust Company
Tags: EST CFP EA

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