Can’t I just ignore Biden’s Greenbook Estate Tax Proposals?

Clients (and sadly some advisers) view gift tax returns as pretty simple projects without understanding the cost, complexity, or the need for consulting other advisers. That misconception can hinder an adviser trying to prepare a gift tax return properly. 

Understanding the myriad of complexities and nuances in properly reporting transactions on gift tax returns, what needs to be reported, how to accurately report, and the phraseology to use, etc. is critical to properly preparing a gift tax return. That knowledge can also help clients understand why the return is more involved, and help the practitioners do a better job. 

Join us on Thursday, May 18 at 4:00 pm for part four of the Estate Planning webinar series led by Martin Shenkman and Joy Matak, where they will provide practical guidance to help practitioners better address gift tax issues.  

Thursday, May 18, 2023 4:00-5:00 pm EST

Speakers: Martin Shenkman, and Joy Matak of Sax LLP.

Featured Charity: American Cancer Society.

Email us your questions or ideas in advance and we’ll include them in our discussion

*This may constitute attorney advertising.

* No CPE, CLE, etc. is offered but a certificate of attendance will be provided.


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