6 Ways to Get Ahead of Proposed Tax Changes

  • 06/22/2021 11:00 AM - 11:30 AM Eastern

Presented by Matt Erpelding

Advanced Markets Team Lead, Ash Brokerage

Prepare your clients.

Although we don’t have the details yet, tax changes are on the way. The current Administration has published proposed changes that can be the perfect way to discuss the future with your clients.  

This webinar will provide six reasons to get in front of your clients now, before the proposed changes take effect:

  • Estate and gift tax changes
  • Limitation on lifetime gifts and annual exclusion (Crummey) gifts to trusts
  • Step-up in basis changes
  • GRAT changes
  • Grantor trust changes
  • Income tax changes

Take advantage of this planning opportunity. In addition to making necessary changes, it’s also a chance to give your clients a refresher on how their trust works.

Save your seat today. 

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