29th Annual Professional Seminar: The Only Certainties in Life are Death, Taxes, and Change


Virtual by Zoom


May 10, 2021


10:00 am - 1:00 pm


Speaker Samuel A. Donaldson presents "The Only Certainties in Life are Death, Taxes, and Change" and takes questions from participants. Recent changes in the federal tax laws have fundamentally changed tax planning strategies. This seminar recaps all the important cases, rulings, regulations, and legislation from 2020 and 2021 related to the federal income, estate, and gift tax laws. This presentation also reviews several of the popular strategies for leveraging the current confluence of deflated asset values, low interest rates, and potential changes to the wealth transfer tax exclusion amount.

More information