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New Tax Law- Williamsburg

April 19 @ 2:00 pm - 4:00 pm

New Tax Law Changes that Affect Estate Planning

  • A Summary of the income and estate tax changes included in the 2017 Tax Cuts and Jobs Act (TCJA);
  • How a trust that includes an A/B Trust Tax Plan is administered and may be outdated;
  • The effect of an A/B Trust Tax Plan on estate taxes, income tax basis of assets and capital gains taxes;
  • Opportunities to reduce capital gains taxes for your children in ways that are not available using the A/B Trust Tax Plan;
  • The alternatives to the A/B Trust Tax Plan  (for example the “Wait and See Tax Plan”); and
  • New tax planning tools for business owners to take advantage of the new 20% pass through exemption

Seminar is free but registration is requested. Seating is limited at each session.

Kingsmill Resort & Conference Center
1010 Kingsmill Road
Williamsburg, VA 23185



April 19
2:00 pm - 4:00 pm
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