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DTSTART:20230419T190000Z
DTEND:20230419T200000Z
LOCATION:Webinar
UID:2373820230419T190000ZYour 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
DTSTAMP:20260417T144355Z
DESCRIPTION:\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 \n            *  The benefits of a simple plan and how to help your client determine if KISS is the right route for them.\n \n            *  How to include alternatives to swing into tax savings if circumstances change.\n \n            *  State income tax planning.\n \n            *  Charitable and GST planning options.\n \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 \n \n \n\n\n\n\n\n \n[REGISTER HERE](https://secure.confertel.net/tsRegisterF.asp?course=5842129) for the individual program. To purchase the 2023 webinar series, please click [HERE](https://secure.confertel.net/tsRegisterF.asp?program=NAEPC-2023).\n
SUMMARY:NAEPC Webinar - Your 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  
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