Remain ahead of the curve to be able to keep your clients informed and able to combat significant wealth erosion.
The Federal tax-free estate (exclusion) is scheduled to drop by 50% at the end of 2025. That would, of course, provide a revenue increase for the Federal government if it happens. But there are other actual and potential revenue raisers (family wealth erosion possibilities) in the works: Increased IRS staff and audits; IRS position on what constitutes a gift and the value thereof; and possible tax increases to keep the government afloat. It is imperative that attorneys and other family wealth advisors remain ahead of the curve to be able to keep our clients informed and able to combat significant wealth erosion.
Learning Objectives
- You will be able to describe to wealthier clients the importance of planning ahead.
- You will be able to discuss gift filing requirements.
- You will be able to explain to clients the risk of delay.
- You will be able to identify various trust and other gifting vehicles.
Agenda
Speakers
Mark R. Shepherd,
Crist Biorn Shepherd Roskoph- Shareholder with the law firm of Crist, Biorn, Shepherd & Roskoph
- Clients include wealthy individuals, C and S corporations, limited liability companies, partnerships, and family foundations
- Provides tax opinions and tax dispute resolution
- Achieved the highest rating with Martindale-Hubbell Law Directory
- Lectures and teaches frequently in the areas of taxation and estate planning
- Wrote '2036(c)Alert' published in the Fall 1989 issue of the Golden Gate University Tax Exchange and co-wrote Estate Planning for Farmers and Ranchers, University of California Publication 21515, 1993
- J.D. degree, with honors, and LL.M. degree, Golden Gate University School of Law; B.A. degree, magna cum laude, San Francisco State University
Who Should Attend
This live webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners, and enrolled agents.
