Cannon Teleconference: The New "Moderately Wealthy": Planning for Clients with Net Worth Under $11 Million
The 2017 Tax Act has shifted the focus of estate planning clients who used to be concerned about minimizing transfer taxes. Within the context of current law, clients with a net worth of under $11 million are more concerned with issues such as the following:
Whether trusts are a necessary part of an estate plan
Utilizing powers of appointment for income tax and non-tax purposes
Minimizing trust level income taxes
Ensuring the availability of basis step-up
Location Berkshire Bank, 25 Main Street, Lenox, MA.
RSVP to Dan Stanyon below. Free for Members! Non-members: Cannon Teleconferences are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.