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BEGIN:VEVENT
DTSTART:20151119T221500Z
DTEND:20151120T000000Z
LOCATION:Calhoun's on the River
UID:1160320151119T221500ZComplex Planning at the Intersection of Income and Transfer Taxes - Don't Bring a Spork to a Knife Fight
DTSTAMP:20260505T132029Z
DESCRIPTION:\nPlanning at the intersection of income and transfer taxation can be complicated. In this compendium of advanced wealth transfer case studies, Tom Pauloski, National Managing Director of Bernstein’s Wealth Planning and Analysis Group and a former estate planning attorney, will discuss the history of federal wealth transfer and income taxes, projected effect of inflation on applicable exclusion, funding GRATs with discounted assets, post-transaction planning, and basis shifting strategies in the current environment. Sophisticated wealth forecasting software will be used to illustrate key findings.\n \n \n
SUMMARY:Complex Planning at the Intersection of Income and Transfer Taxes - Don't Bring a Spork to a Knife Fight - Knoxville Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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