Date(s) - 09/21/2016
3:00 pm - 4:30 pm
ADVISORS INSIGHTS WORKSHOP – State of Estate Taxes
September 21, 2016
The complexity and constant changes surrounding transfer taxes (federal estate, gift and generation skipping taxes and the Massachusetts estate tax) often leaves clients and their advisors with confusion and many questions. At this month’s Advisors Insights, board-certified Estate Planning Law Specialist, Attorney Paul Bernstein, will discuss these important, and often misunderstood, taxes, giving you the insights that will help you confidently identify issues to better help your clients.
BREAKING NEWS – The new proposes IRS regulations eliminating an important estate tax planning tool will be discussed at this workshop!
Bookings are closed for this event.