NAIFA Utah Central April Meeting

4801 North University Avenue,Provo UT 84604

15 April, 2021

Description

Join us for lunch and a guest speaker. In this groundbreaking presentation, you will learn how existing A/B Tursts can create serious tax issues under the American Taxpayer Relief Act. We will discuss how portability has changed A/B Trust tax planning where old A/B Trusts can create large capital gains tax issues. We will discuss new planning techniques and amendments to solve the problem. This will be very helpful to your clients who have older Trusts that may have these landmines. You do not want to miss such an engaging tax discussion on April 15th.