The good news for tax advisers is that there is life after tax reform! Even better news is that it's in an area that clients really appreciate - helping them put together a forward plan for both their business and personal estate. With an aging population, the area of estate and business succession planning is certainly well placed to grow enormously in future years. Accordingly, now is the time to begin the planning process with clients.
This Estate and Business Succession Planning seminar took a fresh look at some of the many complex issues confronting a practitioner dealing with estate and business succession planning issues.
Particular emphasis was placed on recent developments and new cutting edge structures and strategies. Case studies were used extensively as a tool to provide real life practical examples. A final word - don't leave this planning process for clients too late - the rewards are available for those client situations that can be dealt with now!