When proposing an estate plan to a potential client, one needs to explain the proposed technique and the tax saving benefits the proposed technique can accomplish.  Today’s presentation will demonstrate how financial modeling not only illustrates the impact of the factors that shift wealth to future generations without exposure to estate and gift tax but allows the advisor to communicate these objectives in an understandable manner.  Once clients understand how a technique works, they can become involved in the design of the estate plan and decide on how much to “give away.” This is an intermediate level program.

Jerome M. Hesch, MBA, JD, is a member of Meltzer, Lippe, Goldstein & Breitstone, LLP in Boca Raton, Florida office.  He is the Director of the Notre Dame Tax and Estate Planning Institute and is a Fellow of ACTEC.  He has published articles, Tax Management Portfolios, a law school casebook on Federal Income Taxation and has spoken at CLE programs throughout the country.   

Brandon Ketron, CPA, J.D., LL.M. is a partner at the law firm of Gassman, Crotty & Denicolo, P.A., in Clearwater, Florida and practices in the areas of Estate Planning, Tax and Corporate and Business Law. Mr. Ketron has authored articles for national publications and has spoken as a presenter on estate tax planning topics.  He co-authored books on Section 199A, the Employee Retention Credit and IRA Planning.

This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-lauched in early 2025!  By attending you'll have a sneak peek into this new and exiciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP UP WINDOW THAT APPEARS.

REGISTER HERE for the program.