Win-Win Strategies to Increase the Net, Net Estate
The Tax Cuts and Jobs Act of 2017 now provides a planning environment allowing taxpayers to take advantage of several exciting business succession, estate and income tax planning strategies to maximize wealth transfer by minimizing tax burdens.
Topics will include discussions regarding the tax basis management, pros and cons of grantor and non-grantor trusts, avoiding the 3.8 % net investment income tax, charitable planning, obtaining the new Section 199A deduction in an estate or trust, and fixing broken or obsolete estate plans.
Please join us for this cutting edge discussion.
Registration/Networking - 7:30 a.m.
Program - 8:00 to 9:00 a.m.
This event is being offered as a free education session.
300 TradeCenter, Suite 7600
Woburn, MA 01801
About the Presenters
Steve is a shareholder and director of the firm where he has been a member of its Tax, Trusts & Estates and Corporate Departments for over 25 years. Using his expertise as a licensed CPA as well as an attorney, Steve advises high net worth individuals, families and fiduciaries on estate and income tax planning and administration, and wealth preservation strategies. Steve also serves as Trustee of many significant family trusts; working closely with beneficiaries, family offices, and advisors regarding fiduciary, legal, tax and trust administration issues.
Steve also serves as counsel for the boards of significant charitable, educational and tax-exempt institutions, offering advice on fiduciary, governance and tax matters. He represents individuals and businesses before the IRS as well as the New Hampshire and Massachusetts Department of Revenue agencies and has assisted clients in obtaining administrative rulings from those taxing authorities. He has also served as counsel in all aspects of ESOP transactions including representing companies, fiduciaries, and sellers in ESOP-related matters. Steve also advises business owners on entity creation, governance, business succession, and transaction structuring issues.
Audrey Young is Of Counsel with the Trusts & Estates Group at McLane Middleton. She concentrates her practice on estate planning, representing business owners, family offices and corporate fiduciaries. She counsels business owners on tax, retirement and succession planning as well as trust and estate administration. Audrey also works with foundations and other charitable organizations on tax and administration matters. Audrey formerly worked as the Washington National Tax Director for private client services at an international accounting firm and at an AM 100 law firm.
A frequent lecturer and author on a variety of estate planning and trust administration topics, Audrey has spoken at dozens of estate planning and tax conferences and seminars. Her articles have appeared in several estate planning magazines and tax journals. One of her articles was cited by the United States Supreme Court in 2014.