Estate Planning After Tax Reform

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.

Topics

• 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.