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John Ure Spoke at Montgomery Country BAR Association Meeting

January 7 @ 12:00 pm - 1:00 pm
Past Speaking Engagement
  • This event has passed.

Aronson’s Estate, Gift & Trust Director John Ure spoke at a Montgomery County BAR Association meeting on Monday 1/7.

John’s presentation was entitled: Fiduciary Income Tax Planning Post-Tax Cuts and Jobs Act of 2017. The enactment of the 2017 Tax Cuts and Jobs Act drastically changed the landscape of estate and income tax planning. John lead a discussion that included:

  • The basics of fiduciary income taxation;
  • Why fiduciary income tax planning is now crucial to a proper estate plan;
  • Strategies to consider that may provide income tax savings to clients year after year.

Details

Date:
January 7
Time:
12:00 pm - 1:00 pm