Tax Update and Estate Gift Tax Valuation Update

Date: Thursday, February 15, 2018
Time: 12:00pm - 2:30pm
Location: Bloomington Country Club, 3000 S. Rogers St., Bloomington, IN 47403
Speaker: Isabel Santner, BKD LLP and David Maschino, Lighthouse Advisors, Inc

The day will begin with a light lunch at noon followed by the seminar at 12:30 pm. The topics are as follows:

 

Tax Update- Isabel Santner, BKD LLP

Participants will learn the changes in individual, business, and estate/transfer taxes under the Tax Cuts and Jobs Act. 

 

Estate Gift Tax Valuation Update, David Maschino, Lighthouse Advisors, Inc.

Participants will learn how various tax court precedent affects the valuation of closely held business ownership interest for estate and gift tax reporting, succession planning, ownership transfer, and dispute resolution purposes. 

 

2 hours of ce are approved.

Related Document(s):

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