Robert G. Alexander Webinar Series

Your Clients Want a KISS Plan, but the IRS May Have the Last Dance - Planning for Simplicity and Tax Efficiency, for Clients Who May Not Have to Pay Estate Taxes

Speaker:  Miriam Wogan Henry, Jones Walker LLP

Clients see the benefit in simplicity and are asking why they need complex planning with high estate tax exemptions.  But the answers are not so simple.  A simple plan can run as smoothly as a well-timed two-step or it can turn out to be a tangled twist—the IRS may have the last dance if you don’t plan carefully. This program will consider:

• The benefits of a simple plan and how to help you client determine if KISS is the right route for them.
• How to include alternatives to swing into tax savings if circumstances change.
• State income tax planning.
• Charitable and GST planning options.
  
  

   

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  Not able to attend on the live date and time? Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

   

  Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.   It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact  [email protected] prior to attending your first program if you have any questions with regard to the availability of credit.