This program is designed for financial professionals who advise individual clients on their tax and estate planning. It will provide a detailed and practical analysis of the provisions within the recent tax reform and its immediate and future implications.
You Will Learn:
- About the provisions in the new tax act that are pertinent to individual clients
- A short lesson in civics explaining how Congress was able to enact this bill
- About changes impacting estate, gift, and GST taxes
- About changes to deductions for charitable contributions and other itemized deductions
- About opportunities for planning with QSBS stock and Opportunity Zone Funds
- About tax and estate planning techniques for 2025 and 2026
- To analyze what might happen next, including the possibility of technical corrections
- About IRS regulatory projects interpreting the Act
Speaker:
- Beth Shapiro Kaufman, Partner; National Chair, Private Client Services, Lowenstein Sandler LLP
Time: 3:55-4:55 p.m. ET
Location: Saint Clements Castle and Marina, 1931 Portland-Cobalt Rd., Portland, CT 06480
