Beth Kaufman and Megan Wernke Address Tax Reform at AiP Conference on Philanthropy


The 2017 tax act provisions have now been in effect for more than one year. The IRS has already issued guidance on some of the most complex provisions. This presentation will discuss the most important income and estate tax provisions for individuals and charities, and what we have learned about them in the first year. The presenters will also discuss estate planning techniques applicable to those above and below the estate tax threshold. Finally, we will gaze into a crystal ball to predict what legislation in this area will be considered by Congress in the coming months and years. 

Attendees will:

  1. Review 2017 tax act changes that impact individuals and charities, including both estate and gift tax and income tax provisions. 
  2. Learn about IRS guidance clarifying and interpreting these new tax laws.
  3. Discuss planning strategies to minimize taxes under the new tax laws. 

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