The New Tax Law: What Estate Planners and Wealth Professionals Should Know

PRESENTER James Brockway Withers Bergman LLP	PRESENTER Eric Fischer Withers Bergman LLP	PRESENTER Louis Piscatelli Withers Bergman LLP	MODERATOR Susan Lipp Trusts & Estates

The president will soon sign the Tax Cuts and Jobs Act of 2017 and most provisions take effect on Jan. 1, 2018. One of the many changes is the doubling of the gift, estate and generation-skipping transfer tax exemption. There are also significant income tax changes that will alter the way your clients will invest. To counsel your clients properly, you need to know what’s changed, and the effect those changes will have on drafting, planning and administration of estates and trusts, and the structuring and documenting of investment of business assets. Our speakers will give you an overview of the provisions of the new law that affect estate planning and wealth management, and suggest strategies that may be helpful to your clients.

The NAEPC has approved this program for one (1) general CE credit hour for the AEP® designation program.
LIVE EVENT ONLY: The Certified Financial Planner (CFP) Board of Standards has approved this program for one (1) CE credit hour.
Investments & Wealth Institute (formerly IMCA) has accepted The New Tax Law: What Estate Planners and Wealth Professional Should Know for 1 hour(s) of CE credit toward the CIMA® and CPWA® certifications.

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