Bonus: Webinar Replay: Hot Topics in Estate Planning (Finding Gems in the Ashes of the Dumpster Fire) presented by Paul S. Lee, JD, LL. M. (taxation), AEP® (Distinguished)
TCJA, COVID-19, and Congress have and will change everything we know as planners. Significant tax code changes are on the horizon. This presentation will discuss straightforward and innovative planning opportunities for families that best take advantage of both the “expiring” and “permanent” provisions of the tax law, with an eye toward anticipated changes to the future planning landscape.