A CPA's Role in End-of-Life Planning

During your life it is vital to create an estate plan that works the way you want it to when you die. If you wait too long, you could miss the chance. The right plan could mean the difference between a massive tax bill for your beneficiaries and owing nothing at all. You can’t begin to plan without knowing the basic rules.

Cynthia McLagan and Jonathon Lansink of JAK + Co. CPAS share the intricacies of planning for estate tax, income tax, gift tax and the inheritance of assets from a deceased loved one. You will leave the presentation with actionable advice to avoid tax mistakes and better understand the landscape of taxation at death. If you’d prefer your assets go to your loved ones rather than the Federal and State government, consider learning the rules TODAY.

Host or Publisher Schromen Law, LLC