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Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever
Contains material from Jun 2022
Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever
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In 2021, Congress shined a spotlight on many of the best tools in our toolbox that we use to avoid estate tax. Previously, many of these techniques were flying under the radar. Now that the general public is aware, there is a growing outcry to shut down these benefits. This is a wake-up call that, sooner or later, the tax landscape will likely drastically change. Now is the time to engage in “Golden Age” tax planning. Explore key provisions of the various tax proposals still on the table, the Biden Administration’s latest tax proposals, and what kinds of planning clients should be putting in place before it’s too late.
Includes: Video Paper Slides
- Total Credit Hours:
- 1.00
- Credit Info
- TX, CA
- TX MCLE credit expires: 6/30/2024
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Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever (If You’re Not Doing Estate Planning Now, What Are You Waiting For?) (Jun 2022)
Marvin Blum
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Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever (If You’re Not Doing Estate Planning Now, What Are You Waiting For?) (Jun 2022)
In 2021, Congress shined a spotlight on many of the best tools in our toolbox that we use to avoid estate tax. Previously, many of these techniques were flying under the radar. Now that the general public is aware, there is a growing outcry to shut down these benefits. This is a wake-up call that, sooner or later, the tax landscape will likely drastically change. Now is the time to engage in “Golden Age” tax planning. Explore key provisions of the various tax proposals still on the table, the Biden Administration’s latest tax proposals, and what kinds of planning clients should be putting in place before it’s too late.
Originally presented: May 2022 Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever
Marvin Blum,
The Blum Firm - Fort Worth, TX