BEPC's NAEPC Webinar Viewing Party: Your Clients Want a KISS Plan, but the IRS May Have the Last Dance

Date: Wednesday, April 19, 2023
Time: 3:00pm - 4:00pm
Location: Zoom - please see link in event information
Speaker: Miriam Wogan Henry

About the Program

Clients see the benefit in simplicity and are asking why they need complex planning with high estate tax exemptions.  But the answers are not so simple.  A simple plan can run as smoothly as a well-timed two-step or it can turn out to be a tangled twist—the IRS may have the last dance if you don’t plan carefully. This program will consider:

  • The benefits of a simple plan and how to help you client determine if KISS is the right route for them.
  • How to include alternatives to swing into tax savings if circumstances change.
  • State income tax planning.
  • ‚ÄčCharitable and GST planning options.

About the Speaker

Miriam Wogan Henry is a partner in the Tax Practice Group of Jones Walker LLP and a member of the Jones Walker’s board of directors. Miriam focuses on estate planning, including family wealth transfer plans, charitable planning, and business succession planning, along with advising clients regarding fiduciary litigation and transfer tax controversy matters.

Continuing Education

Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availabililty of credit. 

Zoom Link
https://us02web.zoom.us/j/82715775458?pwd=aUkxMTQwb3ZyYThuR2lFTlpxaWZNZz09
Meeting ID: 827 1577 5458
Passcode: 837533

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