Tax & Estate Planning in a Changing Tax Landscape
Date: Thursday, February 24, 2022
Time: 12:00pm - 1:30pm
Location: Bloomington Country Club, 3000 S Rogers St, Bloomington, IN 47403
Speaker: Gregory D. Sigman, CPA, Tax Director, Jude Thompson, CPA,Chris Hunt, CPA J.D., Tax Manager Partner,
Tax & Estate Planning in a Changing Tax Landscape
Gregory D. Sigman, CPA, Tax Director, Jude Thompson, CPA,Chris Hunt, CPA J.D., Tax Manager Partner,
L.M. Henderson and Company, LLP
Synopsis: Proposed legislative changes and the sunsetting provisions of the Tax Cuts and Jobs Act have made it crucial to have a solid estate plan for multiple possible tax scenarios. Join us for a look at the tax rules as they exist today for decedents and their estates and the changes that have been proposed for the future. Gain insight into planning strategies that can be utilized now to create a favorable tax situation regardless of what the future holds for estate taxation.
Course Content:
- Tax rules today for individuals, decedents, and estates
- 2025 – Sunset under the TCJA
- Various Federal tax legislative proposals
- Planning points – What we can do now?
1 hour CE Pending
