Estate Planning After Tax Reform
1601 Spring Mill Road
Gladwyne, PA 19035
Join fellow CPAs, accountants, financial advisers and insurance professionals for a breakfast briefing with Fox partners Michael Maransky and Matthew Levitsky on how recent tax reform impacts your clients’ estate plans.
- What increased gift and estate tax exemptions mean for your clients
- Planning to reduce income taxes in an environment of increased estate tax exemptions
- Do trusts still matter? Non-tax reasons to continue trust planning
- Beneficiary designation pitfalls and how to designate a trust as a retirement plan beneficiary
This program offers 1.5 PA CPE credits.