Wednesday, 13 January 2021 19:00
Gary and Brian discuss current estate planning opportunities due to the shift in government control and the on-going pandemic, in their seminar, "The Death Tax and Democrat Control" via Live Webinar
The Death Tax and Democrat Control
The shift in government control coupled with the global pandemic present estate planning opportunities, due to lower asset valuations and interest rates. Federal transfer taxes may be avoided by moving assets at a reduced gift tax. The imminent risk of increases in U.S. transfer taxes calls for urgency in such planning.
Thursday, January 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 09 September 2020 20:00
Thom, Gary, and Brian are special guests at BNY Mellon's Market Outlook & Estate Tax Planning in an Election Year webcast, to present their seminar, "Estate Tax Planning for a Biden Administration" via Global Webcast
Estate Tax Planning for a Biden Administration
Learn how the pandemic and presidential election will affect estate planning, including estate planning opportunities during the pandemic and the imminent risks associated with a more onerous estate tax arising from a change in presidential administration.
Thursday, September 10th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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