Beth Kaufman to Speak at Baker Tilly Trust and Estate Conference
Program: A Look Inside the National Office
Event Sponsor: Baker Tilly, Trust and Estate Conference
The conference brings together approximately 80 professionals within Baker Tilly Virchow Krause offices across the firm and a few professionals from other firms within the Baker Tilly US network who work extensively with trust, gift, and estate tax compliance and planning for our clients. Presenters include respected professionals from outside the firm as well as professionals from within the firm. Some of the topics to be covered over the two days include charitable trust planning, domestic and foreign asset protection, planning with life insurance, recent developments, tips on preparation of gift tax returns, legislative update, private placement insurance, GST issues, income tax vs estate tax basis shifting, and how to read a trust document.