8 a.m. – 12 p.m.
Breakfast included
CLE, CTFA and CRP credit applications are being made.
Please join McGuireWoods’ private wealth services group for our annual seminar — this year in the fall. We have decided after several years to move the program to later in the season, and we welcome all who have attended in years past to join us again this September.
Speakers will provide a comprehensive update on important issues facing fiduciaries and advisers, including:
- Charitable Tax Planning under the 2017 Tax Act Outline Presentation
- Outline
- Presentation
- Taking Advantage of Opportunity Zones to Defer Recognition of Gains Presentation
- Presentation
- State Income Taxation of Trusts Update State Fiduciary Income Tax Presentation Exhibits to State Income Tax Chart Kaestner US Sup Court Opinion Kaestner NC Sup Ct. Opinion North Carolina Revenue Department Sets Deadline to Claim Refunds Under Kaestner What Kaestner Decision Means for State Income Taxation of Trusts Supreme Court Weighs Constitutionality of State Income Taxation of Trusts
- State Fiduciary Income Tax Presentation
- Exhibits to State Income Tax Chart
- Kaestner US Sup Court Opinion
- Kaestner NC Sup Ct. Opinion
- North Carolina Revenue Department Sets Deadline to Claim Refunds Under Kaestner
- What Kaestner Decision Means for State Income Taxation of Trusts
- Supreme Court Weighs Constitutionality of State Income Taxation of Trusts
- Fielding v. Cmsn of MN
- Presentation
- Presentation
Who Should Attend
In-house counsel, trust professionals, investment advisers, accountants, wealth managers, fiduciary officers, directors, executives and general counsel
Our programs are intended for the benefit of our clients and contacts and we reserve the right to refuse any registration at our sole discretion.