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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