Description

The virtual elimination of estate gift GST tax concern for most clients has opened up opportunities for new and different tax-planning opportunities for trusts and estates. At the same time, ongoing tax reform efforts challenge current planning approaches. This strategic tax briefing offers you specific guidance on tactics using the step-up in basis, recognizing trust income and loss, inclusion of capital gains in DNI, and more. Register today!

• Find new ways to use closely held businesses in guarding clients assets.
• Get advice on tailoring your tax planning to current market and individual client needs.
• Adjust your trust tax-planning tactics to reflect changes in tax laws and beneficiary needs.
• Maximize your use of deductions and loss recapture.