The new and revised role of tax planning in everyday life…and death
IN-PERSON EVENT |
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.