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  • /Thom discusses advanced techniques and recently proposed changes in estate planning, in his seminar "Advanced Estate Planning Techniques: Maximizing Tax Efficiency for Your Clients" via Live National Webinar
Thom discusses advanced techniques and recently proposed changes in estate planning, in his seminar "Advanced Estate Planning Techniques: Maximizing Tax Efficiency for Your Clients" via Live National Webinar

Thom discusses advanced techniques and recently proposed changes in estate planning, in his seminar "Advanced Estate Planning Techniques: Maximizing Tax Efficiency for Your Clients" via Live National Webinar

Mar 16 2023
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Advanced Estate Planning Techniques: Maximizing Tax Efficiency for Your Clients
In this seminar, we explore advanced estate planning techniques for maximizing tax efficiency and minimizing estate tax liability.  Attendees will learn about the latest developments in estate and gift tax planning, including newly proposed changes. This seminar also covers strategies for using QPRTs, GRATs, CRTs, and IDGTs, as well as other tax-efficient asset transfer strategies.

Thursday, March 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thomas C. Shaw

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