Estate Planning Tax Update - Highlights of Current Developments

Date: Tuesday, November 15, 2022
Time: 12:00pm - 1:00pm
Location: San Antonio Country Club - 4100 N. New Braunfels, San Antonio
Speaker: Steve R. Akers, JD of Bessemer Trust

Add to My Outlook Calendar

Add to My Google Calendar

RSVP for the November 15 Luncheon with Steve Akers, JD

Registration opens at 11:30am

Topics:  

  • Legislative Proposals
  • Miscellaneous IRS Guidance; Priority Guidance Plan
  • Corporate Transparency Act and Final Regulations
  • Secure Act; Proposed Regulations; New Life Expectancy Tables for RMDs
  • GRAT Developments
  • Sprinkling CRUTs; IRS Changed Position Denying Marital or Charitable Deduction for Sprinkling Unitrust Interest

and, much more!


 

Related Document(s):

See Upcoming Event Calendar