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Cannon Teleconference: The New "Moderately Wealthy": Planning for Clients with Net Worth Under $11 Million

  • Berkshire Bank 25 Main Street Lenox, MA (map)

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.

Earlier Event: December 11
BCEPC Holiday Party!
Later Event: February 13
Seminar: Clearing Title Out of Probate