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Estate Planning Strategies

 

HOST

Susan Lipp
Editor in Chief

Trust & Estates

 

Tuesday

Oct. 26, 2021

2 PM ET

11 AM PT

 

 

 

Gift and Estate Planning and Valuations in 2021

With continuing economic challenges resulting from the pandemic, it is more important than ever to revisit gift and estate tax planning strategies for your clients. Join Christopher Wright, Partner, Estates and Trusts, and Angela Sadang, Principal, Advisory Services, from accounting, tax and advisory firm Marks Paneth LLP on October 26 for a webinar as they discuss the estate tax exemption, potential estate and gift tax changes and valuations. Learn more

 

Topics include:

  • Estate tax exemption and planning opportunities for high-net-worth and ultra-high-net-worth individuals

  • Various approaches and methodologies in valuing businesses and business interests in uncertain times

  • Penalties for undervaluation on estate and gift tax returns

 

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CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

 

 

 

PRESENTER

Christopher D. Wright, JD, CPA

Partner, Estates and Trusts
Marks Paneth LLP

 

 

 

PRESENTER

Angela Sadang, MBA, CFA, ASA, ABV

Principal, Advisory Services
Marks Paneth LLP

 

 

 

 

SPONSORED BY:

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Archived versions of webinars from Trusts & Estates are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available.
 

 

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