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AICPA ENGAGE 2019


TAX1918 - Estate Planning Strategies for Moderate, High & Ultra High Net Worth Clients Post-TCJA


Jun 12, 2019 3:00pm ‐ Jun 12, 2019 3:50pm

Standard: $49.00

Description

Our panel of experts will examine current tax and non-tax strategies to be considered by clients in various wealth levels including:

  1. Family Asset Protection in Planning Wealth Distributions
  2. The Importance of Income Tax and Basis Planning
  3. The Continued Relevance of QPRTs, GRATs and CRTs
  4. Disability and Long Term Care Planning

Speaker(s):

  • Jeremiah Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
  • Martin Finn, Partner, Lavelle and Finn, LLP
  • Elizabeth Forspan, JD, Partner, Forspan Klear LLP
  • Theodore Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Capital One/United Income

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