New Proposed Regulations Restrict Valuation Discount Planning: Where Are All Those Discounts You Promised Me? | City Club | 5:00 - 7:30 p.m.
This program is SOLD OUT!
Program Description and Benefits:
Everyone is talking about the new proposed 2704 regulations. Hear a national authority, Howard Zaritsky, explain what the proposed regulations really say, how much they undercut usual valuation discount planning, and what will be left for valuation discount planning.
Speaker Biography:
Howard M. Zaritsky is an attorney and a nationally-recognized expert on estate, gift, and generation-skipping transfer taxes, fiduciary income taxes, estate planning, and estate administration. He has published over a dozen books, including Tax Planning for Family Wealth Transfers At Death, Tax Planning for Family Wealth Transfers During Life, and Tax Planning With Life Insurance (all published by Thomson-Reuters/WG&L), three Tax Management Portfolios (Revocable Inter Vivos Trusts; Grantor Trusts; and Foreign Trusts, Estates, and Beneficiaries), and more than 150 articles in various law reviews and professional journals. He has lectured at all of the major tax and estate planning institutes, including the University of Miami Heckerling Institute on Estate Planning, and the Douglas W. Conner Advanced Estate Planning and Administration Seminar.
Logistics:
- Open bar and heavy hors d’oeuvres will follow the program
- Fees: No cost for active members; $65 for guests and emeritus members
- Guests warmly welcome when accompanied by a member
- Via Metro: Metro Center stop
- Via Car: Parking is available in the building. Enter Columbia Square garage from 12th Street between E and F Streets. Discounted parking after 5 p.m.
- No-Show Policy: Members who reserve, but do not attend, will be billed $65.
