The Best Tax & Estate Planning Ideas For 2021 And Beyond
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The Presidential election is over…right? What about the “undecided” Senate races? Which party will control the Senate? Another stimulus package? We now have vaccines that are being distributed. What will 2021 look like?
Now more than ever, right now, in January 2021…we need to know what the world of estate and tax planning, and more, looks like. There are numerous questions, perhaps few answers right now, however, planning and the work we do for our clients continues and progresses. So what do we do? By the time this event takes…there will be answers! We have none other than nationally known leading expert, Martin Shenkman, CPA, MBA, PFS, AEP, JD, presenting to us with an exciting session on Estate and Tax Planning for 2021 and Beyond. Marty is going to give us the latest and greatest, and the best ideas for our practices and our clients!
This is perhaps the most critical time in history that estate and tax planning can be impacted. We do not know if there will be continued higher exemptions, which are scheduled to “sunset” anyway, lower exemptions, increased capital gains tax rates, higher income tax rates, carry-over basis, lower exemptions, and higher estate and gift tax rates – but we must advise and provide the best possible planning for our clients…and we need to know it and master it today! Whatever planning we do must provide for certain key ingredients for our clients and their families. Flexibility is critical. If clients transfer wealth, for tax motives or other reasons, assuring them they can have access to that wealth could be more important now than ever before. Clients having options for today and the future will be of critical importance. Even if carry-over basis is not on the table, what is will be the play between income taxes and estate taxes. The questions and comparisons around having clients “hold” onto assets for the step up in basis, versus transferring assets, getting the appreciation out of the estate tax system, and possibly having the entire asset outside the estate tax system, will be far more important than ever before!
This is going to be a DO NOT MISS EVENT! Start off your 2021 by hearing the best ideas, techniques, and strategies from one of the best in the business!!!