BloombergBNA-webinar

The Tax Cuts And Jobs Act – How Estate Planners And Wealth Management Professionals Can Prepare For Year-End And Beyond

Tuesday, November 28, 2017 | 2:00pm ET / 11:00am PT

Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast.

Presenter:
James Brockway
Of Counsel
Withers Bergman LLP
Presenter:
Eric Fischer
Associate
Withers Bergman LLP
Presenter:
Louis Piscatelli
Partner
Withers Bergman LLP
Moderator:
Susan Lipp
Editor in Chief
Trusts & Estates

The Republican framework for tax reform, first released on September 27, has now taken form in Washington, DC, with both the House of Representatives and the Senate making their initial legislative offerings. Although the House of Representatives is farther along in the legislative process, both bodies have now proposed significant changes to the income, estate and generation-skipping transfer taxes.

This webinar will explore the provisions most relevant to estate planning attorneys and wealth management professionals, with an emphasis on year-end planning in uncertain times and what tax reform might mean going forward for individuals, trusts, family offices and investment vehicles.

Don't wait, register now!

NAEPC, IWI (formerly IMCA), and CFP CE credits have been applied for and are pending approval.

 
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