This webinar will review the increased application exclusion and enactment of portability; changes in marital planning for married couples; factors to considering using portability versus traditional A/B planning; impact of state death taxes; disruption caused by maximum exclusion type formulas; and ways to preserve the option of obtaining a step up in income tax basis. (Replay)
Bring your lunch for noon. Webinar starts at 12:30 pm.
Location: Lee Bank, 75 Park St., Lee, MA.
RSVP to Dan Stanyon below. Free for Members! Non-members: Webinars are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.