• Webinars

    BDO webinars bring our community together in an online setting
    to connect with each other and share insights into the topics and trends.

Tax Year-End Update Part 2: Private Client Services Individual Year-End Tax Planning

December 12, 2017
2:00 PM to 3:30 PM EST

Heather Timmerman
  • Summary
This session will provide updates for the Private Client Services practice area, including updates relevant to trust, estate, gift tax planning, and individual income taxation. Included will be a discussion of any significant legislative, judicial, or administrative developments. The session will include a discussion of selected topics, including life insurance, post-mortem planning, other estate planning - including grantor retained annuity trusts and family partnerships - and charitable planning.