April 29th Webinar

WATCH THE WEBINAR: PLANNING NOW FOR THE ESTATE TAX OVERHAUL

The recently proposed “For the 99.5% Act” would bring sweeping changes to the taxation of estates and inherited gains, while the “Sensible Taxation and Equity Promotion Act” (STEP) would eliminate the step-up in basis that inherited assets currently enjoy.

This creates a time sensitive planning opportunity. This change would immediately become the costliest tax plans in generations if enacted and are so expansive in reach that they may adversely affect millions of families.  Taxpayers will need to act now or risk losing the window to take advantage of significant planning opportunities under current law.

In case you missed it, we invite you to watch our webinar presentation to learn practical planning steps with regards to the possible estate tax overhaul.

Our esteemed panel addressed the following:

  • What to know about the changes coming down the pike, and how they will impact you
  • Difficulties posed with transferring assets for protection and business succession
  • The importance of establishing trusts now to enjoy greater flexibility and tax benefits
  • Important planning steps to help protect and preserve your wealth for future generations

WATCH THE WEBINAR HERE:


 

 


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