Education

The estate tax doesn't have to be inevitable. Numerous legal strategies and planning techniques exist that can help family businesses avoid paying estate taxes entirely, making it what tax experts often call a 'voluntary' tax. To help family businesses navigate these complexities, attorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will explore practical approaches - from trusts to gifting strategies - designed to minimize or eliminate estate tax liability and preserve wealth across generations including: * Understanding Estate Tax and Its Impact * Irrevocable Trusts in Succession Planning * Additional Methods for Reducing Estate Tax Liability ... read more

As we approach the close of 2025, it’s more important than ever to ensure your financial and tax strategies are aligned with both current law and future developments. Business tax planning in 2025 comes with unique complexities, especially with the OBBBA’s provisions on business interest expense, bonus depreciation, and pass-through entity rules. This webinar will arm you with the tools you need to minimize liability and maximize opportunity as you prepare for 2026. Key topics include: Tax rate updates and expiring provisions SALT (state and local tax) and nexus considerations Key OBBBA provisions including: Bonus depreciation and expensing of capital investments Section 1202 qualified small business stock changes Research and experimentation expense deduction changes Business interest expense limitation changes Qualified Business Income (QBI) deduction changes Pass-through entity planning (S Corporations, Partnerships, LLCs) Tax deferral strategies and income shifting opportunities ... read more