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 / Speaking Engagements / September 2, 2020

Practising Law Institute: International Tax Issues 2020

Chicago, IL / McDermott Event / December 5, 2019

Tax in the City®: A Women's Tax Roundtable

Grand Cayman, Cayman Islands / Speaking Engagements / December 5, 2019

Cayman Captive Forum 2019: Federal & State Tax Update