Estate & Gift Tax Planning Changes – Action May Be Needed

Description

Join us to hear about the proposed “For the 99.5 Percent Act” and the anticipated infrastructure bill in Congress. The new legislation could include changes to the current federal estate and gift tax rules and address grandfathering provisions. While planning is always important, planning in times of new tax legislation is both challenging and vital to saving money and allocating resources appropriately. Reviewing your estate documents to determine what, if any, changes are needed due to the proposed legislation is an important first step. Learning Objectives: Review proposed estate and gift tax legislation Identify potential planning opportunities Outline possible next steps to protect your estate Presenter: Ava Archibald, EA, Principal-in-Charge of Wealth Transition Services | Eide Bailly Ava specializes in helping clients plan for the future success and prosperity of their businesses and families. Since 2006, she has provided Eide Bailly clients with her expertise in transition and estate planning, as well as gift and fiduciary compliance and overall financial planning. Ava provides estate, gift and fiduciary compliance, and tax planning services with a special emphasis in wealth transfer and estate planning. She assisted clients with the development and execution of their estate plan and advised clients on establishing lifetime gifting strategies such as the use of GRATs, IDGTs, charitable trusts, family partnership and sales to grantor trusts. Ava also presents in educational workshops and seminars on estate, gift and fiduciary tax and wealth transition opportunities. CPE Information CPE Credit: 1 Field of Study: Taxes Level of Knowledge: Intermediate Delivery Method: Group-Internet Based Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.