Strategies for Tax, Financial and Estate Planning Under the Trump Administration
As the Internal Revenue Code goes through changes, tax planning, financial planning and estate planning techniques and strategies will need to be changed.
Join this session by industry veteran Arthur Joseph Werner, JD, MS (Taxation), where you will learn how either proposed or actual legislative changes will affect these planning areas. Special planning circumstances (for example, single-parent issues) will be discussed within this context. Practitioners cannot afford to miss this session if they provide planning services to clients.
Recognize how proposed and/or actual changes to the Internal Revenue Code will affect the tax planning, financial planning, and estate planning techniques
Get ideas to create and/or update your client’s tax, financial, and estate plans due as a result of the new administration’s proposals
Review of proposed and/or actual legislation, including:
Individual income tax changes (rates and deductions)
Elimination of the alternative minimum tax
Increase in the standard deduction
Business income tax changes (rates and deductions)
S Corporation issues
Estate tax elimination
Examination of a client’s current plan
Understanding the problems facing a client due to the changing legislation
Understanding how to find new pathways for a client’s tax, financial and estate plan
Specific techniques based on the proposed and/or new law
Arthur Joseph Werner, JD, MS (Taxation), received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa...
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