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Two-Part Series: Estate Planning after TCJA to Save Income Tax and Transfer Tax

from AAA-CPA

AAA-CPA Past President Leonard Weiner, J.D., CPA, MBA, AEP®, will be presenting “Estate Planning after TCJA to Save Income Tax and Transfer Tax” to the South Texas Chapter on Friday, April 26 (Part 1), and Friday, May 17 (Part 2). Leonard will discuss how you may help clients use estate planning to save income tax for themselves and for their heirs, including planning to increase tax basis of inherited assets and assets in some trusts. His discussion includes how to reduce the income tax incurred for assets to be left in traditional nongrantor trusts for beneficiaries; why clients should consider an often better alternative than portability; what to consider when advising families about the benefits to them of preparing a complete estate tax return even if no estate tax may be due; how to increase wealth by compounding income at higher pretax rates instead of lower after-tax rates by using a special trust or to a lesser extent by using Roth IRAs; and why some families may benefit under current law by using GST exempt trusts.

All AAA-CPA members and nonmembers are welcome to attend this free MCLE and CPE breakfast meeting in Houston starting at 8:30 a.m. CDT. AAA-CPA members are welcome to attend the live webinar starting at 8:30 a.m. CDT for free.

Friday, April 26
Click here to register for the in-person breakfast meeting in Houston.
Click here to attend the webinar.

Friday, May 17
Click here to register for the in-person breakfast meeting in Houston.
Click here to attend the webinar. more


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