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Join us for our upcoming webinar, “Basics of Business Transition Planning,” presented by Fletcher Tilton PC – Attorneys at Law‘s Michael Duffy. This informative session will be held both online and in person at our new office at 100 Front St on Friday, June 14th, from 9:30 AM to 11:30 AM.

In this webinar, Michael will discuss:

– Current state of Massachusetts trust and estate planning after 2023 increase in exemption limit;
– Potential strategies to reduce Massachusetts “Millionaire’s Tax” burden;
– Impact of potential reduction in federal exemption limit effective 1/1/2026;
– Overview of high-net worth planning strategies to reduce or eliminate federal and state estate tax burdens.

– In-person seminar (100 Front Street, 19th Floor Conference Center with coffee/danish).

Register now for either the webinar or in-person attendance: https://register.gotowebinar.com/register/7626932169789240665 (we will email you to confirm your preference).

#FletcherTilton #Webinar #TransitionPlanning #BusinessPlanning#EstatePlann

About the Author
Michael Duffy is co-chair of the Tax Practice Group focusing on corporate, estate, and individual tax planning matters. He advises clients on the tax consequences of forming, operating, restructuring, and liquidating business entities with a focus on tax-efficient succession planning. He also handles issues related to the formation and management of nonprofit entities, executive compensation, federal and state tax audits and controversies, mergers and acquisitions, and the taxation of gifts, trusts, and estates.
Register for Massachusetts Estate Planning, 2024 And Beyond Webinar Or In-Person
Share on Facebook
Share on X
Share on LinkedIn

Join us for our upcoming webinar, “Basics of Business Transition Planning,” presented by Fletcher Tilton PC – Attorneys at Law‘s Michael Duffy. This informative session will be held both online and in person at our new office at 100 Front St on Friday, June 14th, from 9:30 AM to 11:30 AM.

In this webinar, Michael will discuss:

– Current state of Massachusetts trust and estate planning after 2023 increase in exemption limit;
– Potential strategies to reduce Massachusetts “Millionaire’s Tax” burden;
– Impact of potential reduction in federal exemption limit effective 1/1/2026;
– Overview of high-net worth planning strategies to reduce or eliminate federal and state estate tax burdens.

– In-person seminar (100 Front Street, 19th Floor Conference Center with coffee/danish).

Register now for either the webinar or in-person attendance: https://register.gotowebinar.com/register/7626932169789240665 (we will email you to confirm your preference).

#FletcherTilton #Webinar #TransitionPlanning #BusinessPlanning#EstatePlann

About the Author
Michael Duffy is co-chair of the Tax Practice Group focusing on corporate, estate, and individual tax planning matters. He advises clients on the tax consequences of forming, operating, restructuring, and liquidating business entities with a focus on tax-efficient succession planning. He also handles issues related to the formation and management of nonprofit entities, executive compensation, federal and state tax audits and controversies, mergers and acquisitions, and the taxation of gifts, trusts, and estates.