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Gift and Estate Planning and Valuations in 2021

Tuesday, October 26, 2021 | 2:00 PM Eastern Daylight Time

With continuing economic challenges resulting from the pandemic, it is more important than ever to revisit gift and estate tax planning strategies for your clients. Join Christopher Wright, Partner, Estates and Trusts, and Angela Sadang, Principal, Advisory Services, from accounting, tax and advisory firm Marks Paneth LLP on October 26 for a webinar as they discuss the estate tax exemption, potential estate and gift tax changes and valuations. Topics include: 

  • Estate tax exemption and planning opportunities for high-net-worth and ultra-high-net-worth individuals
  • Various approaches and methodologies in valuing businesses and business interests in uncertain times
  • Penalties for undervaluation on estate and gift tax returns

SPONSORED BY

 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Christopher D. Wright, JD, CPA
Partner, Estates and Trusts
Marks Paneth LLP

 

Angela Sadang, MBA, CFA, ASA, ABV
Principal, Advisory Services
Marks Paneth LLP