Venue
Virtual

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Event Date Wed Feb 24 EST (almost 4 years ago)
Location Virtual
Region All
Details

With a new presidential administration and the continuing economic challenges resulting from the unprecedented coronavirus pandemic, it is more important than ever to revisit gift and estate tax planning strategies for your clients.

• The impact of COVID-19 on gift and estate tax valuations
• Planning and gifting opportunities for high-net-worth and ultra-high-net-worth individuals
• Various approaches and methodologies in valuing businesses and business interests
• How the Biden administration may affect estate taxes

Speakers

2021 Speakers

Christopher D. Wright
JD, CPA, Partner, Estates and Trusts, Marks Paneth LLP

Angela Sadang
MBA, CFA, ASA, ABV, Principal, Advisory Services, Marks Paneth LLP

Sponsors & Partners

2021 Sponsor

• Marks Paneth