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Maximizing Income Tax Savings Using Estate Tax

Maximizing Income Tax Savings Using Estate Tax
Due to the significantly increased estate tax exemption levels, typical estate planning is changing for almost all families.  Bill will discuss several ways in which your estate planning should be changed to accomplish income tax savings by maximizing estate tax law opportunities.  After hearing this discussion, you will be reaching out to your estate attorney to change your estate documents.  Attendees will have an opportunity to participate in Q&A at the end of the presentation.

 Wednesday, October 16, 2019

Time: 12:00pm - 1:00pm EDT

Speakers:  William Kriesel, CPA/PFS, CFP, AEP, Partner-In-Charge, Financial Planning, Bowers & Company CPAs


FREE for ASLRRA Members
$25 for Non-Members

Sponsored by:
10/16/2019 12:00 PM - 1:00 PM