Todd Angkatavanich

Principal

Ernst & Young

 

David Kirk

Tax Partner Private Client Services National Tax Department

Ernst & Young LLP

 

David Herzig

Partner/Principal

EY for US-West Region

 

Susan LIpp – Moderator

Editor in Chief, Trusts & Estates

Wealthmanagement.com

 

Opportunity zone funds have been touted as a way to get a once-in-a-lifetime tax deferral for clients with capital gains. Our speakers will give an overview of these funds and how they work, as well as discuss how your clients can get federal tax benefits from these investments.

They’ll also discuss the estate tax implications if a client dies holding an interest in these funds and provide updates on the new proposed IRS regulations just issued in April.

This event is open to Trusts & Estates subscribers ONLY. To attend, subscribe at the special rate of $99 when you register. 

As a Trusts & Estates subscriber, you’ll have access to:

  • Our archive of subscriber-only webinars, as well as complimentary registration to future webinars
  • The Tax Year in Review issue, the Charitable Giving issue, and the Art, Auction & Antiques special report
  • …and more exclusive estate-planning content only available online

Webinar NS Register.jpg

 

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