Is estate planning even needed with the new tax law?
Estate planning is the process of deciding what should happen to your assets at death or become incapacitated, and taking the steps to ensure your decisions can be carried out. The estate tax exemption will be raised to $11 million for an individual and $22 million if you are married and elect portability. Most professionals don’t have clients with that much in assets. However, only one part of estate planning is the taxation aspect. The tax professional’s role in estate planning has mostly changed as less and less people are subject to the estate tax. However, a lot of estate planning involves an attorney creating trusts, and other entities that have tax obligations. Watch this video for help with creating goals for estate planning, how to avoid probate and different types of trusts.
Agenda
Faculty
Craig W. Smalley, MST, EA
CWSEAPA®, PLLC
Craig W. Smalley, MST, EA, CWSEAPA®, PLLC
- CEO and co-founder of CWSEAPA®, PLLC, and Tax Crisis Center®, LLC
- Has been in practice since 1993
- Well versed in U.S. tax law and U.S. tax court cases; specializes in taxation, entity structuring and restructuring, corporations, partnerships and individual taxation, as well as representation before the IRS regarding negotiations, audits and appeals
- In his many years of practice, he has been exposed to a variety of businesses and has an excellent knowledge of most industries
- Has been a tax columnist for AccountingWEB, Accounting Today, CPA Practice Advisor, EA Journal, and has publish twelve books
- His articles have also been featured in the Chicago Tribune, New York Times, Yahoo Finance, Nasdaq, and several other newspapers, periodicals, and magazines
- Has been interviewed and been a featured guest on many radio shows and podcasts
- Has been admitted to practice before the Internal Revenue Service as an enrolled agent
- Currently seeking a Juris Doctorate degree
- Can be contacted at 844-CWSEAPA (844-297-3272), [email protected], www.cwseapa.com or on Twitter® @cwseapa
- Can be contacted at 844-CWSEAPA (844-297-3272), [email protected], www.cwseapa.com or on Twitter® @cwseapa
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