Updates from Orlando – News and Insights from the 2018 Heckerling Institute of Estate Planning  

  • 2 reading minutes

On Feb­ru­ary 5, 2018 at 12:00pm (East­ern Time), join us for a free webi­nar with U.S. tax attor­ney Alex­ey Man­a­suev, LL.M. (Int’l Tax), NYU, TEP, and U.S. and Cana­di­an attor­ney, Jory Stern, B.A., J.D.  who will dis­cuss key trends and devel­op­ments in estate and gift tax plan­ning and com­pli­ance based on their atten­dance of the 52nd Heck­er­ling Insti­tute on Estate Plan­ning in Orlan­do, Flori­da. The Heck­er­ling Insti­tute on Estate Plan­ning is the pre­em­i­nent con­fer­ence for U.S. and inter­na­tion­al lawyers, accoun­tants and wealth man­age­ment con­sul­tants to hone their craft and gain valu­able knowl­edge and prac­ti­cal insights on updat­ed leg­is­la­tion and unique plan­ning tech­niques to assist their clients. This year’s con­fer­ence had a par­tic­u­lar focus on the impli­ca­tions of pro­vi­sions of the new tax law (the Tax Cuts and Jobs Act) on a range of tax­pay­ers involved in the suc­ces­sion plan­ning, estate and gift plan­ning, as well as oth­er impor­tant areas. Our webi­nar will high­light plan­ning oppor­tu­ni­ties and tax impli­ca­tions dis­cussed at the con­fer­ence.

Here is just a sample of what we’ll cover during the webinar:

  • Fil­ing estate and gift tax returns to ensure ade­quate com­pli­ance with IRS pro­ce­dures;
  • Issues to con­sid­er when form­ing a new busi­ness ven­ture;
  • Tax basis man­age­ment;
  • Prac­ti­cal con­sid­er­a­tions for estate plan­ning across mul­ti­ple juris­dic­tions;
  • Prac­ti­cal tips and con­sid­er­a­tions for elder­ly care and inca­pac­i­ty plan­ning;
  • … and more!
  To learn more, please reg­is­ter and gain the knowl­edge you need to under­stand the new law and help your clients effec­tive­ly plan for the changes. We hope you join us! Con­tact Us

Very tru­ly yours, U.S. TAX IQ Team

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