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DTSTART:20240214T133000Z
DTEND:20240214T143000Z
LOCATION:VIRTUAL
UID:2565020240214T133000ZFREE member webinar: Your Clients Want a KISS Plan, but the IRS May Have the Last Dance
DTSTAMP:20260429T222833Z
DESCRIPTION:\n \n \nYour Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax\n \nClients see the benefit in simplicity and are asking why they need complex planning with high estate tax exemptions. But the answers are not so simple. A simple plan can run as smoothly as a well-timed two-step or it can turn out to be a tangled twist—the IRS may have the last dance if you don’t plan carefully. This program will consider:\n The benefits of a simple plan and how to help you client determine if KISS is the right route for them. How to include alternatives to swing into tax savings if circumstances change. State income tax planning. Charitable and GST planning options. \nMiriam Wogan Henry is a partner in the Tax Practice Group of Jones Walker LLP and a member of the Jones Walker’s board of directors. Miriam focuses on estate planning, including family wealth transfer plans, charitable planning, and business succession planning, along with advising clients regarding fiduciary litigation and transfer tax controversy matters.\n
SUMMARY:FREE member webinar: Your Clients Want a KISS Plan, but the IRS May Have the Last Dance - Estate Planning Council of Eastern New York, Inc. 
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