Insights: Webinar

Tax Trends Webinar Series - Planning Your Future- The Latest in Estate Planning

Course Description:
Our holistic planning approach to managing your wealth provides you with a better chance to achieve your personal, charitable and financial objectives than other approaches. It is more likely to be successful than by just focusing on taxes or economics. Our Wealth Transition Update will highlight important strategies and considerations to help you achieve your objectives for you, your charities, your business and your family.

Learning Objectives:

• Discuss the current legislative outlook including the potential impacts of what may be on the horizon
• Explore current transfer tax strategies
• Discover how portability, higher income taxes, and higher transfer tax exemptions impact planning for the succession of your wealth
• Discuss the use of defined value clauses

Presenter: Ramona Johnson and Ava Archibald
Ramona K. Johnson, CPA, Partner & Ava Archibald, EA, Principal
Ramona and Ava each have more than 26 years of experience in providing estate, gift and fiduciary compliance, and tax planning services with a special emphasis in wealth transfer and estate planning. They are the co-directors of Eide Bailly's Wealth Transition Services Group and assist clients with the development of their estate plan. In assisting our clients they review our client's goals and provide planning with clarity, offering specific solutions for a plan structured to reduce potential estate tax liabilities. They also assist clients in developing lifetime gifting strategies such as the use of GRATs, charitable trusts, family partnership and sales to grantor trusts. Both individuals are presenters/facilitators in the areas of estate, gift and fiduciary tax and wealth transition opportunities.

Agenda:
Start Time: 12:00 PM
End Time: 1:00 PM

CPE Hour: 1
CPE Category: Taxes

Additional Information:
These are live-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.

CPE Sponsors

Latest Insights

November 15, 2018
Article
Until recently, many businesses weren’t overly concerned about sales tax. They knew they needed to collect and remit in the state in which they resided, but beyond that, their compliance burden was limited.
November 12, 2018
Article
This insight explores what dealerships can expect from the proposed section 199A regulations under tax reform.
November 8, 2018
Article
Are you a business taxpayer with annual gross receipts of $25 Million or less? If so, you may be eligible to take advantage of new Small Taxpayer Safe Harbors that could generate significant tax savings and simplify your tax returns in future years!
November 8, 2018
Article
Considered the most significant tax code overhaul in over three decades, the Tax Cuts and Jobs Act passed in 2017 includes provisions affecting both individuals and businesses.
November 7, 2018
Recorded Webinar
State and local sales tax compliance is always evolving, making it important to stay up-to-date on changes affecting your tax liability and responsibilities. This session will cover what you need to know regarding the recently enacted state and…
November 7, 2018
Article
“Why is my portfolio underperforming the market?” This question may be on your mind.
Find A Location