Join us to hear about developments that may impact your practice! We will review recent developments, including recent and proposed changes in the tax laws, at both state and federal levels. Attendees will gain insight into: 

• the tax consequences of working remotely
• the implications of grantor trust income tax reimbursement provisions
• planning options that may avoid a state estate tax on death
• how to prepare for the scheduled sunset of certain provisions of the 2017 Tax Cuts and Jobs Act
• how and why rising interest rates should be incorporated into clients’ estate plans
• certain 2023 Greenbook proposals, that include proposals that would eliminate defined value clauses; significantly impair grantor trust planning; curtail marketability and minority interest discounts; and increase tax rates.