Monday, March 26
12:00 pm – 12:30 am Lunch and registration
12:30 pm – 2:30 pm Program
Loews Philadelphia Hotel
Carlo R. Ferri, Director, Tax Strategies, will be presenting a summary of the Tax Cuts and Jobs Act and how it will impact estate and individual tax planning at this luncheon sponsored by the Philadelphia Bar Association.
The Tax Cuts and Jobs Act impacts almost every aspect of estate tax and individual tax planning. Who should be concerned about federal estate, gift, and GST tax planning? Should existing trusts be retained, amended, or terminated? How will this affect major gifts? How is the 20 percent deduction for pass-through entities calculated? What are the new estate planning considerations for owners of S corporations, LLCs, and other pass-through entities?
21This program will explain many of the new provisions and explore how estate and individual tax planning will change.