This program will discuss why taxes will increase sooner and higher than most clients perceive now. The substantial differences between the tax proposals of the two parties and what can be done now to protect clients. Which income and estate tax planning strategies will likely survive regardless of who wins the election.
- To discuss tax risks after the election.
- What planning now can help clients mitigate or eliminate their risk of higher taxes after the election.
- Why I think too many clients are lulled into a false sense of security.
Date & Time
Webinar: Tuesday, July 21, 2020
2:00 p.m. - 4:00 pm Eastern (11:00 am Pacific)
NASBA approved for 2.0 CPE credit; 2.0 (M)CLE credit*
Please note CPE credit cannot be provided if you participate only via telephone
Education Credit*: AAA-CPA Members $20.00; Non-Members $35.00
Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $30.00
Leonard Weiner, J.D., C.P.A., M.B.A, AEP® is certified in Tax Law and in Estate Planning and Probate Law by the Texas Board of Legal Specialization, a certified Elder Law Attorney by the National Elder Law Foundation, and he is an Accredited Estate Planner by the National Association of Estate Planners and Councils.
Collaborating with his clients' other advisors, Leonard helps clients by creating trusts, entities, and strategies designed to help medium to high net worth clients in the many states where he is licensed to practice law.
Leonard has been recognized as one of "Texas' Top Rated Lawyers in Estate Planning" by Law.com, as an outstanding Estate Planner by the Texas Monthly, and named as a Texas Super Lawyer for Tax. He is a frequent speaker regarding techniques for saving income, estate, gift and generation skipping taxes.
In his spare time, Leonard is a Member of the Board of Directors for The Lewis and Joan Lowenstein Foundation, a Texas nonprofit charitable Foundation.
Click here to read Mr. Weiner's full biography.
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