AICPA Engage 2021 Conference

Jordon N. Rosen, CPA, MST, AEP, (Distinguished) and Karly Laughlin, CPA will be presenting at the AICPA Advanced Estate Planning Conference – AICPA Engage!

AICPA Engage 2021: Planning for Those Under $10 Million

This session will cover wealth transfer and post mortem planning for clients with estates valued up to $10 million.  We will look at why most Americans fail to do any planning and the top reasons why planning is so critical.  We will cover the ins and outs of the portability election and how it compares to the use of conventional trusts, along with administrative and fiduciary elections and situations where the estate is an owner of a partnership or S corporation interest.