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Topic

Gift and Estate Planning and Valuations in 2021

Description

With a new presidential administration and the continuing economic challenges resulting from the unprecedented coronavirus pandemic, it is more important than ever to revisit gift and estate tax planning strategies for your clients. Join Christopher Wright, Partner, Estates and Trusts, and Angela Sadang, Principal, Advisory Services, from accounting, tax and advisory firm Marks Paneth LLP on Wednesday, February 24 for a webinar focused on developing plans that maximize the greatest areas of opportunity and avoiding pitfalls in the future. Topics include:

• The impact of COVID-19 on gift and estate tax valuations
• Planning and gifting opportunities for high-net-worth and ultra-high-net-worth individuals
• Various approaches and methodologies in valuing businesses and business interests
• How the Biden administration may affect estate taxes

Time

Feb 24, 2021 01:30 PM in Eastern Time (US and Canada)

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Message preview	Hi there, You are invited to a Zoom webinar. When: Feb 24, 2021 01:30 PM Eastern Time (US and Canada) Topic: Gift and Estate Planning and Valuations in 2021 Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_io8FkrnARJ2Bg0kIRq47Gw After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Christopher D. Wright, JD, CPA (Partner, Estates and Trusts @Marks Paneth LLP) Christopher D. Wright, JD, CPA, Partner in the Private Client Services Group at Marks Paneth LLP, focuses on estate planning and gift, estate and trust taxation. With over 30 years of experience in accounting, tax and nonprofit organizations, Mr. Wright is adept at working with clients and their professional advisors to assist in developing estate plans that provide both estate tax savings and efficient transfer of assets to the next generation and to charitable organizations. His estate planning experience includes a special focus on the changing needs of same-sex couples. Mr. Wright also advises trustees and beneficiaries on foreign grantor and non-grantor trusts, as well as gift tax planning for non-resident non-citizens (NRNC). In addition to his experience in estate planning, Mr. Wright is knowledgeable in the administration of complex estates and trusts. Angela Sadang, MBA, CFA, ASA, ABV (Principal, Advisory Services @Marks Paneth LLP) Angela Sadang is a Principal in the Advisory Services group at Marks Paneth LLP. Ms. Sadang specializes in business valuations and the valuation of intangible assets and has over 20 years' experience providing corporate financial consulting services and performing valuations. She serves both publicly traded and closely held companies in a wide range of industries that also involves various asset classes. Ms. Sadang is a Chartered Financial Analyst (CFA) as designated by the CFA Institute and is an Accredited Senior Appraiser (ASA) with specialty certifications in business valuation and intangible assets as designated by the American Society of Appraisers. She also holds an Accredited in Business Valuation (ABV) credential from the American Institute of Certified Public Accountants.

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