Flash Drive Containing .mp3 Audio File and .pdf Course Book File
The 2017 Tax Cuts and Jobs Act (“2017 Tax Act”) is the most sweeping federal tax legislation in thirty years, including many important changes to estates, gifts, trusts and generation-skipping. In this indispensable 1.75-hour, March 8, 2018 program, Steven G. Siegel provides a thorough explanation of those provisions and gives many essential, practical planning suggestions and warnings. Mr. Siegel is president of The Siegel Group, a Morristown, NJ-based national consulting firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in Taxation from New York University. Major topics include: “New” normal Refocused planning Portability Simple wills, by-pass trusts Income tax planning Life insurance Retirement plan benefits Changes in the way to title property Address status of LLCs, FLPs, etc. Planning for persons in decoupled states Additional estate planning techniques post-2017 Tax Act
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