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Strategic Tax Policy Briefing

Topic

Estate Planning

Program ID

332452

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

Please join NVEPC for an exclusive briefing on the future of U.S. tax policy following the recent elections, presented by Edward J. Beckwith of BakerHostetler. Mr. Beckwith, a preeminent authority in tax law, will analyze the potential legislative changes that could impact your financial strategies, particularly in the realms of wealth management and charitable giving. The outcomes of the U.S. election are set to influence tax policy significantly, with key provisions of the Tax Cuts and Jobs Act (TCJA) due to expire in 2025, or not! Understanding these changes is crucial for effective financial planning. Mr. Beckwith's insights will provide attendees with a comprehensive understanding of how these shifts might affect individual and corporate tax liabilities, estate planning, and the structuring of charitable contributions. His expertise will equip you with the strategic foresight needed to navigate the evolving tax landscape. Mr. Beckwith will not only forecast policy shifts but also provide practical guidance for adapting to these changes effectively. This session offers a unique opportunity for professionals to gain insights directly from one of the most respected voices in the field.

Learning Objectives

Attendees will: 1. Receive updates on the current status of tax policy changes set to take place with the new presidential administration. 2. Learn of anticipated changes to the Tax Cuts and Jobs Act that was set to expire in 2025, but may not. 3. Review potential shifts in policy and receive practical guidance on keeping updated and flexible regarding changes in tax policy in 2025.