Texas Society of CPA Estate Planning Conference - McDermott Will & Emery

Texas Society of Certified Public Accountants Estate Planning Conference

Overview


Todd Welty will present “Current Developments in Federal Transfer Taxes” at the TSCPA Advanced Estate Planning Conference.

Topics will include:

  • Current Developments in Federal Transfer Taxes
  • Current state of federal tax reform
  • Proposed changes to state death tax laws and the impact of those changes on estate
  • Gift and trust planning
  • Consistent basis regulations
  • The state of valuation discounts
  • Recent ruling on defined value clauses and charitable gifts

 

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