KPMG – Family Office Fridays: Wealth Transfer Tax and Succession Planning Considerations (Free Webcast)

KPMG is hosting a free webcast, Family Office Fridays: Wealth Transfer Tax and Succession Planning Considerations, which discusses estate planning in the current estate tax environment. The description is as follow:

For tax years beginning after December 31, 2017, individuals have an unprecedented opportunity to reduce their gift, estate, and generation-skipping transfer tax exposure by making gifts that utilize an increased lifetime exemption, before the potential benefits of such increased exemption may be lost.  While weighing these new opportunities, taxpayers should also be mindful of certain valuation and governance considerations which are ever-present in the wealth transfer and succession planning process.  

KPMG LLP (KPMG) is pleased to offer a TaxWatch webcast where professionals from KPMG will provide a discussion on the following items:

•Overview of the enhanced gift and estate exemption opportunity afforded taxpayers under the Tax Cuts and Jobs Act, 

•Options to consider in utilizing the enhanced exemption,

•Valuation considerations in the transfer process, 

•Some of the broader non-tax considerations to take into account as you embark on any succession planning

The presenters are the following:

  • Robert S. Keller, Managing Director, Tax, KPMG (US)
  • Tracy Thomas Stone, Principal-in-Charge, Tax, KPMG (US)
  • Milind Shah, Principal, Economic & Valuation Services, KPMG (US)
  • Catherine Grum, Head of Family Office Services, KPMG in the UK

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

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