REPLAY: Presented by National Association of Estate Planners & Councils

Wednesday, January 18, 3:00pm - 4:00pm. Webinar is viewed IN-PERSON at Berkshire Bank, 25 Main Street, Lenox, Massachusetts.

Speaker: Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)

TCJA, COVID-19, and Congress have and will change everything we know as planners.  Significant tax code changes are on the horizon.  This presentation will discuss straightforward and innovative planning opportunities for families that best take advantage of both the “expiring” and “permanent” provisions of the tax law, with an eye toward anticipated changes to the future planning landscape.

RSVP to Dan Stanyon (button below). Free for Members! Non-members: $20. Pay via PAYPAL or mail a check: Donna Turner, Smith Watson & Company LLC, 7 North Street, Suite 205, Pittsfield, MA 01201. Thank you!