- Discuss current state of Massachusetts trust and estate planning after 2023 increase in exemption limit;
- Discuss potential strategies to reduce Massachusetts “Millionaire’s Tax” burden;
- Discuss 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 Conference Center with coffee/Danish spread) and webinar broadcast option.
Qualifies for 2.0 hours of Massachusetts CPA continuing professional ed credit.