2019 Professional Advisor Workshops
Tuesday, January 7, 2020 at 8:00 am – The 2019-2020 Estate Tax Law Update
On December 29, 2017, President Donald Trump signed a comprehensive estate and gift tax law change. Although the Federal Gift and Estate Exemption increased to $11.18M ($11.4M for 2019) indexed to inflation, the law will “revert” on February 1, 2026 back to the 2018 levels (estimated to be $7M in 2026). This law change has created a temporary opportunity to save Massachusetts Estate Taxes, but is a trap for the unwary if planning is not done before January 1, 2026. We will review the new Federal Estate and Gift Tax Law, describe the Mass Estate Tax planning opportunities to potentially save hundreds of thousands of dollars, and provide the steps needed to be taken before January 1, 2026 to minimize any potential Federal Estate Tax Liability.
About Our Advisor Workshops
Join us at 6 Kimball Lane in Lynnfield for this unique opportunity for Attorneys, CFPs, CPAs & Financial Advisors. Credit is available for CPAs and also for CFPs, pending approval. Coffee and tea are provided. If you’re unable to attend & would like the materials, please contact us & we’ll be happy to accommodate your request.
How to Sign Up
- Sign up by clicking the “Register Now” link under the workshop you wish to attend
- Call the office at (781) 246-8200, or
- Email us at [email protected]
Sessions held in our office are limited to 20 participants, so reserve your seat early! If you’re unable to attend in person, but would like to join by conference call, please contact our office so we can make arrangements.
Miss One of Our Workshops? We’ve Got You Covered!
If you miss any of our in-house workshops, visit our webinar page to check out available content and watch past recordings!
If you would like to request the materials from any of our past presentations, email [email protected] and we will be happy to accomodate your request.
We look forward to seeing you!