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Belfint Briefing: Top 10 Estate and Gift Tax Planning Ideas after Tax Reform

December 12 @ 8:00 am - 9:30 am

Free

Please join Belfint, Lyons & Shuman for annual Year End Tax Planning Belfint Briefing which will discuss the impact of the 2017 Act on estate planning, charitable gift planning, and inter-family wealth transfers. 

REGISTER HERE FOR THE ESTATE AND GIFT TAX PLANNING BELFINT BRIEFING

SEMINAR DETAILS

TOPIC:
Top 10 Estate and Gift Tax Planning Ideas after Tax Reform

WE WILL LOOK AT:

  • Planning With an Increased Exemption of $11 Million
  • Passing the Right Assets on to Your Heirs
  • Portability of Unused Estate Exemption to Your Spouse
  • Credit Shelter Trust Planning
  • Roth Conversions as an Estate Planning Tool
  • Charitable Planning Techniques
  • Using 529 Plans
  • Change of Residency/Domicile
  • Making Gifts to Family Members
  • Long-Term Care Insurance Issues

WHEN:
December 12, 2018

8:00-8:30am – Registration & Continental Breakfast
8:30-9:30am – Presentation

We is also holding a Belfint Briefing related to Income Tax Ideas on December 5, 2018.

WHERE:
Belfint, Lyons & Shuman, CPAs
Delle Donne Corporate Center
1011 Centre Road, Suite 310
Wilmington, DE  19805

PRESENTERS:
Jordon N. Rosen, CPA, MST, AEP
® – Director – Belfint, Lyons & Shuman CPAs

Karly A. Laughlin, CPA – Tax Manager – Belfint, Lyons & Shuman CPAs

This seminar is eligible for 1 Hour of CPE!

For additional details, please contact Jenni Fleck Jones at jjones@belfint.com or 302.573.3901.

REGISTER HERE FOR THE ESTATE AND GIFT TAX PLANNING BELFINT BRIEFING

 

Details

Date:
December 12
Time:
8:00 am - 9:30 am
Cost:
Free
Event Categories:
,
Website:
https://belfintlyonsshuman.wufoo.com/forms/z16n6aqn01msyuw/

Organizer

Belfint Lyons & Shuman
Phone:
302.225.0600
Email:
jjones@belfint.com
Website:
www.belfint.com

Venue

Belfint, Lyons & Shuman, CPAs
1011 Centre Road, Suite 310
Wilmington, DE 19805 United States
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Phone:
302.225.0600

Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!