Unintended Consequences of the Everchanging Estate Tax Exemption
OL1342 | On Demand Course | Update | Self-Study
Description
In this session, we will delve into the complexities and implications of the frequently shifting estate tax exemption limits. As policymakers adjust these thresholds, the impacts can ripple through personal financial planning, estate management, and charitable giving.
Participants will explore the historical context of estate tax exemptions, analyze recent legislative changes, and discuss how these fluctuations can lead to unintended consequences for individuals and families.
This course is part of the 2024 Tennessee Federal Tax Conference Bundle. Purchase the conference bundle here.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Taxes |
Prices
- Member (Early Bird)
- $49.00
- Non-Member (Early Bird)
- $79.00
- Member
- $49.00
- Non-Member
- $79.00
Instructors
Bryan Howard, JD, LLM
Bryan Howard is a tax attorney in Holland & Knight's Nashville office, where he works with ultra-high-net-worth families regarding their estate planning, closely held businesses, tax planning, philanthropy and asset protection matters. Mr. Howard assists clients to ensure an orderly and tax-efficient transmission of their wealth from one generation to the next.
Mr. Howard advises the owners of closely held businesses with respect to entity structure, federal and state income tax minimization, succession planning, as well as an exit from the business. He helps philanthropic clients to determine the appropriate vehicle for accomplishing their charitable objectives while obtaining income tax benefits. Mr. Howard was the principal drafter of the Tennessee Investment Services Trust Act that has enabled many Tennesseans to protect their assets from future creditors.
Many of Mr. Howard's clients have worked with him for a number of years. He often represents two or three generations of a family and/or siblings and cousins of his clients. Mr. Howard regularly works with formal and informal family offices, including their various advisors.
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