Thursday, September 15, 2022
The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments
Instructor: Howard Zaritsky
The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond
Instructor: Beth Shapiro Kaufman
- Cover note for MAFI materials 2022
- GST Tax Outline (2017) – Prof. David Powell, for MAFI
- MAFI Problem Handout
Key Tax and Organizational Challenges for the Closely Held Business and Our Role as Counselor to a Family Enterprise
Instructors: Anne O’Brien and Sarah Moore Johnson
I Want a Do-Over; 9100 Relief for Late Tax Elections
Instructor: Douglas Seigler
12 Traps for the Unwary; Commonly Overlooked and Costly Mistakes in International Estate Planning
Instructor: Leigh-Alexandra Basha