Details
June 21, 2018
11:00AM - 12:00PM
How Has Estate Planning Changed Under the Tax Cuts and Jobs Act?
FREE OADA WEBINAR
On December 22, 2017, President Trump signed into law the largest tax overhaul in nearly three decades – the Tax Cuts and Jobs Act (“The Act”) of 2017. The details of the bill have been released and as expected, have already begun to have an immediate impact on dealers. As a result of these changes, dealers need to be cognizant of their succession and estate planning to ensure a smooth transition.
OADA is pleased to welcome Greg Allison from Schneider Downs & Co., OADA’s endorsed partner for accounting services, who will provide a general overview of the estate tax changes that occurred as a result of the Trump Tax Plan. During this presentation, Greg will answer the important questions like:
- Should you “un-estate plan”?
- Is there a shift from “estate planning” to “succession planning”?
- Should I ramp up my estate planning transfers?
- How are current factors affecting estate planning?
- What happens if I don’t update my Will?
- What do I do with my life insurance?
Tune in to learn more about how the Tax Cuts and Jobs Act of 2017 has impacted estate and succession planning and what you need to think about as a result of these changes.
There is no connection fee for OADA member dealers. Non-members will be charged a $50 connection fee.
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06/21/2018 11:00 AM
06/21/2018 12:00 PM
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How Has Estate Planning Changed Under the Tax Cuts and Jobs Act?
Register Here!
On December 22, 2017, President Trump signed into law the largest tax overhaul in nearly three decades – the Tax Cuts and Jobs Act (“The Act”) of 2017. The details of the bill have been released and as expected, have already begun to have an immediate impact on dealers. As a result of these changes, dealers need to be cognizant of their succession and estate planning to ensure a smooth transition.
OADA is pleased to welcome Greg Allison from Schneider Downs & Co., OADA’s endorsed partner for accounting services, who will provide a general overview of the estate tax changes that occurred as a result of the Trump Tax Plan. During this presentation, Greg will answer the important questions like:
Should you “un-estate plan”?
Is there a shift from “estate planning” to “succession planning”?
Should I ramp up my estate planning transfers?
How are current factors affecting estate planning?
What happens if I don’t update my Will?
What do I do with my life insurance?
Tune in to learn more about how the Tax Cuts and Jobs Act of 2017 has impacted estate and succession planning and what you need to think about as a result of these changes.
There is no connection fee for OADA member dealers. Non-members will be charged a $50 connection fee.
Register Here!
FREE OADA WEBINAR