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

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