Join Beth Shapiro Kaufman for webinar where she will cover the following:
- Why filing gift tax returns and including all gifts each year is critical
- How to properly categorize direct and indirect skips
- How to account for deemed allocations to direct skips
- Why you should actively manage deemed allocations to indirect skips
- When to use the client’s increased exemption
Speaker:
- Beth Shapiro Kaufman, Partner; National Chair, Private Client Services, Lowenstein Sandler LLP
Time: 12-1 p.m. ET
*This event is open to the public but requires a registration fee.
