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UPCOMING EVENTS

February 3, 2020

Half Day Event - An Advisor’s Guide to the New 20% Pass-Through Deduction, Estate Planning for Income Taxes: Maximizing Step-Up in Basis for Couples, and Trusts as Beneficiaries of IRAs

Jeffrey Levine, Kitces

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February 19, 2020

Free Webinar Viewing: Basis Step-Up Strategies in Light of Portability and Tax Law Changes

Steven B. Gorin, JD, CPA, AEP®

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March 2, 2020

Practical Planning Ideas and Solutions Through Delaware: An Overview of Ideas and Opportunities for Families and Business Owners

Anne Booth Brockett, BMO Delaware Trust

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March 18, 2020

Free Webinar Viewing: Charitable Giving and Tax Planning Strategies in the TCJA Era

Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®

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