Significant Semiannual Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration & Retirement Planning Issues Estate Planners Need To Know About
Join Mike Jones in his exclusive LISI webinar on Thursday, August 1st where he reviews a number of the significant transfer tax developments impacting estate planning and administration as well as retirement benefits for estate planners. Mike’s webinar will cover the first six months of 2019 and will review a broad range of topics, including:
1. Why Roth IRAs are more attractive now
2. Proposed SECURE Act planning
3. Maximizing use of estate tax unified credit by married individuals
4. IRS pronouncements
5. Court decisions
6. Private letter rulings
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
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