Description
Gain a better understanding of the tax reform and how this could affect your clients’ gift and estate planning.Tax reform is here, but is it here to stay? What do your clients need to know about the effect tax reform has on their gift and estate planning? This information reviews the opportunities available because of tax reform, including providing concrete strategies for clients who previously had no lifetime exemption remaining and for clients with a net worth below the new exemption amounts. This program also addresses audit considerations and provides practical tips on mitigating your clients’ exposure in audit.
Date: 2019-02-25 Start Time: End Time:
Learning Objectives