United States

Tax planning in anticipation of reform: What you should know (and do)


Join Charlie Ratner as he walks through the broad implications to you of potential tax reform and how to be ready to act if and when reform occurs.

In this one hour session, he covers:

  • How to review your income and gift tax returns for issues and opportunities
  • The implications of tax reform for income, estate, charitable giving and life insurance planning
  • Steps to consider now for proactive planning in each of these important areas

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Event details

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


More information
Email us or call +1 800 274 3978