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