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

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!

Very truly yours,
U.S. TAX IQ Team