- 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.