Tax Planning Webinar Series | Part Three: Estate Planning Strategies

Most people don’t tend to think of taxes during the summer months, but this is actually a great time to review your tax strategies for yourself and your business. Tax planning is a year-round activity and most tax reduction strategies need to be implemented by December 31 – and some even earlier. So the sooner you begin planning, the better.

This three-part webinar series provides an overview of the current tax landscape as well as essential tips to help you get a jump start on your tax planning.

Agenda items for part three of the series included:

• An overview of basic trust types, including their uses and benefits as part of prudent estate planning
• A closer look at the popular grantor trusts – what they are and how they work
• Other considerations in connection with estate planning

Presenter:

• Rich Nelson, Director, Tax Strategies