Forensic Valuation Service Committee “Breakfast” Series ~ A Case for Sunset Planning and Strategies to Consider

Description

Join us for this session for an estate planning update and discussion on any proposed changes from congress at this time.  Our presenter will be Brett Baldino from Rosenberg Martin.

This event will cover planning opportunities in light of the anticipated 2026 Sunset of the current estate tax exemption. Mr. Baldino will highlight the most useful vehicles for Sunset Planning along with options to provide flexibility for other areas of legislative uncertainty. In light of increased demand, Mr. Baldino will also address how to incorporate cryptocurrency into Sunset Estate Freeze Plans.

Provider
Maryland Association of CPAs
Course Level
Basic
Professional Area of Focus
Legislative & Regulatory
Accounting & Auditing
CPE Field of Study
Specialized Knowledge
1
Instructor(s)
Brett Baldino
Prerequisites

None

Advanced Preparation

None

Location
LIVE- ONLINE WEBCAST
Event Information
When
Sep 23, 2021
8:00 am - 9:00 am EDT
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
1
Format
Live Webcast

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Forensic Valuation Service Committee “Breakfast” Series ~ A Case for Sunset Planning and Strategies to Consider


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