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

 

Dig Deeper

Chicago, IL / McDermott Event / May 14 – 15, 2024

Tax Symposium 2024

Webinar / Speaking Engagements / May 14, 2024

Demystifying Non-Qualified Deferred Compensation Plans

Houston, TX / Speaking Engagements / May 14, 2024

TEI Houston Chapter 2024 Tax School

New York, NY / Speaking Engagements / April 16, 2024

Capital Check Up: CRE Debt Market Outlook

Dallas, TX / McDermott Event / April 4, 2024

BIO BREAK: Dallas' Monthly Life Sciences Happy Hour