Investment, Retirement, Estate and Advanced Planning (IREAP) Center Webinar
This webinar will review recent changes and updates in the law (including case law, Treasury Regulations, and IRS pronouncements) and provide attendees with practical planning ideas resulting from them.
Topics scheduled to be discussed include:
-OBBBA: the New 2/37th Rule for Itemized Deductions; Charitable Contributions; $15M Lifetime Exemption
-Wealth Planning in a World of Concentration, Higher Bond Yields, and Hidden Tax Drag
-Kyle Busch et al vs. Pacific Life Insurance Company et al
-Business Ownership and Entity Choice: Section 1202 (QSBS); S-Corp vs C-Corp Considerations
-Long-Term Care Planning