United States

The new and revised role of tax planning in everyday life…and death


Charles Ratner, senior director in RSM’s Washington National Tax practice, will first give an overview of the broad tax planning strategies of deferral, conversion, diversion and deduction after tax reform. He will then describe how these strategies can be applied in a tactically coordinated fashion to cash and credit management, investing, retirement planning, risk management and charitable giving. He will close by incorporating these strategies into observations on estate planning after tax reform, with particular emphasis on why many should now reassess whether their current plans still make sense for them as individuals, spouses and parents.


5–5:30 p.m.      Registration
5:30–6:30 p.m.  Presentation
6:30–7:30 p.m.  Networking reception

Drinks and heavy appetizers will be served.

Charlie Ratner

Senior Director

Charlie advises on estate and gift tax, business succession, charitable and life insurance planning. Reach him at charlie.ratner@rsmus.com.

Areas of focus: Private Client ServicesEstate and Gift PlanningWashington National Tax

Event details

Who should attend
Business owners, high net worth individuals and families, and related finance and tax professionals

Date and time
Tuesday, Oct. 2, 2018
5 - 7:30 p.m.

Pier B
800 W. Railroad St.
Duluth, MN 55802

CPE credit


More information
Email Briana Kuhlman or call +1 612 376 9264