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FVC2148
Estate Planning - Advising Clients in an Uncertain Environment
Date
November 10, 2021
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2021 AICPA & CIMA Forensic & Valuation Services Conference
The TCJA doubled the lifetime gift exemption through 2025. However, the results of the 2020 election created considerable uncertainty to the longevity of the changes effected by the TCJA. Potential pre-election plans propose to reverse the lifetime exemption to prior levels or lower and to reduce or eliminate the tax basis step-up on inherited assets among other considerable changes. If these changes are enacted, they could have extreme tax impacts on estate planning. This session will cover the current status of potential and enacted tax law changes, fundamental gift and estate strategies, and discuss important considerations for 2021 and beyond.
Learning Objectives
- Summarize status of potential and enacted tax law changes
- Identify recent and prospective strategies and considerations for estate and gift planning
- Understand timely topics impacting practitioners performing valuations for tax purposes in the current environment
Speakers
Liz Britton, CPA
Partner, Dixon Hughes Goodman LLP
Brian Burns, CPA/ABV/CFF, ASA, MAFF
Partner, Forvis Mazars LLP
General
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