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.
• 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.
Start Time: 12:00 PM
End Time: 1:00 PM
CPE Hour: 1
CPE Category: Taxes
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.