Estate Planning for 2016 and Beyond

Topics

• A total understanding of the Supreme Court ruling regarding same-sex marriage issues
• A total understanding of the new legislation
• Gift Tax issues and planning techniques
• Estate Tax issues and planning techniques
• Step-up in basis issues
• Other tax and non-tax issues and planning techniques

Who should Attend

Attendees from:

• EAs
• CPAs
• Financial planners
• Attorneys
• Bankers
• Insurance agents