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Sections: Estate Planning Roadblocks and Strategies in Light of the New Tax Law.
Estate Planning Roadblocks and Strategies in Light of the New Tax Law
Speaker: Terence B Stanaland
What should I do now? Even though the estate tax exclusion increased significantly, we still need to exercise caution and care when it comes to estate planning. What Congress has done, it can undo.
We will discuss some of the strategies and ideas to consider for 2019 and future years.
Terence B Stanaland, JD, CPA, ChFC
, is with Terence B. Stanaland, PLLC. Terry has an active wills and estate law and administration practice in Greensboro, and regularly consults with insurance companies and brokerage houses on technical tax matters involving financial products and services. He is a frequent local and national lecturer and author on financial and tax topics and has served on the Board of Directors of several professional organizations and charitable foundations.
Thursday, March 14, 2019, 7:30 AM until 8:30 AM
Marsh & McLennan Agency
3625 North Elm Street
Greensboro, NC 27455
Registration is required before Wednesday, March 13, 2019