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Seminar

Estate Planning Still Matters: Insight on the Latest Tax and Estate Planning Legislation

Date/Time

May 23, 2018

Registration: 11:00 – 11:30 AM
Seminar: 11:30 – 1:00 PM
Q&A: 1:00 – 1:15 PM

Lunch will be provided.

Location

Porter Wright
41 South High Street
Suite 2900
Columbus, OH 43215

The Tax Cuts and Jobs Act doubles federal estate, gift and transfer exemptions – but the sun could very well set on its provisions. Expiration dates, possible state tax code shifts, and income bracket complexities could all complicate wealth transfer to your heirs as early as this year.

Join Porter Wright and GBQ Partners for an informative seminar about the new legislative impacts on tax and estate planning. Our presenters will break down the law and discuss non-tax considerations that still require complex estate planning, such as asset protection and litigation avoidance. You’ll gain a greater understanding of what the law’s passage means for your family and how to take advantage of today’s wealth transfer planning opportunity before it fades.

This program qualifies for 1.5 hours of CPE and has been submitted to the Ohio Supreme Court for 1.5 hours of (general) CLE credit. 

Speakers

Mark LaPlace Senior Tax Director
Scott Eichar Senior Manager, Tax & Business Advisory Services