Best Planning Ideas for 2019
Date: Monday, January 7, 2019
Time: 12:00pm - 1:15pm
Location: MAC 405 Washington Avenue
Speaker: Kathleen Bilderback Moderator, speakers: Steve Gorin, John Scott and Michael Tessler
Speakers: Kathleen Bilderback Moderator, Panelist - Steve Gorin of Thompson Coburn, John Scott of Anders and Michael Tessler of BUI
About the talk: A panel of experts including Steve Gorin of Thompson Coburn, John Scott of Anders and Michael Tessler of BUI, moderated by Kathleen Bilderback, will discuss the latest developments and the best estate, tax and business planning ideas of 2019. Topics will include the effects of actual or potential tax reform on current planning, the opportunities and threats associated with common estate and business planning tools, and how to motivate clients to get into planning mode and act. The description of this presentation is subject to change should tax reform occur prior to the presentation date.
