Tax reform: individual and estate planning

What does the most significant overhaul of the tax code since 1986 mean to you, and how does it affect your tax and estate planning? Some of the changes will create new opportunities to retain and transfer wealth; however, individuals need to tread lightly as the complexity and uncertainty of the law could also create unintended consequences.

Listen as Randi Schuster, firm leader of Baker Tilly’s private client group, discusses the following:

  • Individual income tax changes
  • Planning considerations for individuals
  • Estate, gift and generation-skipping tax provisions as well as considerations and strategies 

For more information on this topic, or to learn how Baker Tilly specialists can help, contact our team.

The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely.  The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.