Sept. 26, 2018 | 12:00pm ET

Hiring an Advertising and/or Public Relations Firm

Estate planners, CPAs and financial planners in solo and small to medium size firms grapple with how to advertise or otherwise get the word out to the general public. Some consider hiring an advertising and/or publication relations firm.

This webinar will give guidelines on how to achieve success when hiring these firms and includes information on how to select a firm, what amount to budget and how to quantify return on investment.

Sept. 20, 2018 | 2:00pm ET

The Multidisciplinary Team Approach to Estate Planning: More Important Than Ever After Tax Reform

The Tax Cuts and Jobs Act of 2017 provided sweeping changes to individual, business, and estate, gift, and GST taxes. This legislation is a doubled-edged sword.

It appears to eliminate transfer tax planning for 99.7% of the population but, on the other hand, creates significant practice opportunities for both UHNW and HNW clients as well as the mass affluent.

Sept. 18, 2018 | 12:00pm ET

Planning in a Low-Interest Rate Environment: Integrating Borrowing in Your Estate Planning Strategies

Certain estate planning strategies such as Grantor Retained Annuity Trust (GRAT) or Sale to an Intentionally Defective Grantor Trust (IDGT) and Intra-Family Loans (IFL) continue to be very effective and popular. Coupled with Tax Reform and the now increased Federal Transfer Tax Exemption, wealthy individuals have a great opportunity to transfer significant amount of wealth to the next generation.

This webinar will address:

* Basic primer on estate planning strategies suitable in low-interest rate environment

* Using borrowing to protect the down-side in a “locked-in” GRAT

* The income tax benefit of asset substitution in an IDGT.

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Proposed Section 199A Regulations: A First Look

The Internal Revenue Service has issued proposed regulations regarding Internal Revenue Code Section 199A, which provides for a 20 percent deduction for passthrough businesses. While the final proposed regulations may vary from the ones just issued, we can get a sense of where the IRS is heading and review how it’s tackled numerous issues and questions regarding IRC Section 199A.

The speakers will provide a first look at the proposed regulations, including significant regulations regarding IRC Section 643(f), which affect multiple trusts. They’ll also explain the planning opportunities and strategies that these regulations may provide.

*You MUST be a T&E subscriber to view this webinar. Subscribe for only $99 and ensure delivery of our essential "Tax Year in Review" issue in January.