Last Wednesday, Andrew Thompson of ZKS and Carol Felsing of Felsing, LLC joined us for a live web event, discussing potential estate law and tax changes for this year and beyond.
Often with a change in administration comes a change in tax code, and the most recent is no exception.
Excerpts from the event
Knowing what goes through your return, I think is going to be key to people planning for this and helping their advisors plan for this.
Carol Felsing, CPA
[Step-up in cost basis] a big deal. And it can potentially change a lot of how people think about holding their investments.
Andrew Thompson, Esq.
And I really think charitable trusts will become a very key planning tool, even more so than it is right now.
David Witter, CFP
How do these changes impact your financial future?
In this webinar we cover:
- Possible Capital Gains Increases
- Ordinary Income Tax Increases
- Changes to Cost Basis
- Adjustments to Estate Tax
- Ways to Prepare for Change
- Attendee Q&A
WATCH RECORDING
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