The American Taxpayer Relief Act and the new Medicare surtax add complexity to planning given that CPAs now have to navigate through five layers of tax considerations in conjunction with running multiyear scenarios to gain a clear picture of the tax landscape. Also, the estate planning dynamic is now changed with the permanence of the $5 million gift, GST and estate exemption and portability. The integration of tax planning with your clients' investment, retirement and estate planning strategies is critical to achieving long-term favorable outcomes. On May 2 from 1 to 2:45 p.m. ET, a panel of experts will lead a discussion of actionable strategies that they are implementing with their clients. This webinar is free to all without optional CPE. CPE, discounted for PFP Section members and PFS credential holders, is available for purchase. Register now!
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