The COVID-19 pandemic has created future economic uncertainty and raised many questions and decisions that affect people’s planning for their futures. This unprecedented situation has also presented prudent opportunities for families to take advantage of restructuring, including factors to minimize estate and gift taxes. Given the economic consequences of the pandemic, as well as the upcoming election, it’s important to consider various planning strategies to successfully manage your estate.
Estate Planning During COVID-19
Join us for our next webinar on Thursday, August 27, 2020 at 2:00pm as Kurt Trimarchi (Managing Partner), Mark Heath (Partner & Director of Tax Services), and Eric Blocher, (Principal & Director of Business Valuation Services) with McKonly & Asbury discuss where we’re at and where we’re going as it relates to estate planning amid COVID-19. Our presenters will discuss:
- Income tax planning for 2020 – why the election may impact what you want to do this year.
- Estate tax planning – why it’s important to take advantage of the current lifetime exemption sooner rather than later.
- Business valuation considerations – understanding the impact on estate planning.
Thursday, August 27 at 2 PM EST
This free, one hour-long webinar will take place on Thursday, August 27th at 2:00 p.m. EST. One Tax CPE credit is available for this webinar. The level for this CPE is basic and there are no prerequisites for attending. This program is a live webinar which offers you the opportunity to ask questions and interact with the presenters.
We look forward to you joining us for this webinar! Remember to visit our events page which contains details on all upcoming and past events at macpas.com/events.