Estate tax exemptions - PowerPoint PPT Presentation

Federal Estate and Income Tax Legislative Developments Affecting Wealthy Clients

Federal Estate and Income Tax Legislative Developments Affecting Wealthy Clients. Dennis I. Belcher dbelcher@mcguirewoods.com March 18, 2009. 2009 – Significant Year in Estate and Financial Planning. Increase in Estate and GST Tax Exemptions AFRs – all time low

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Ask the Estate Planning Attorney Bergen County, NJ: The Tax Cut and Jobs Act and My Estate Plan, Part II

In our last post in this series, we shone the spotlight on the Tax Cut and Jobs Act, known as the TCJA, and how it affects estate plans with respect to gift and estate tax exemptions and generation-skipping transfer taxes. This post will examine how the TCJA will impact retirement planning by reviewing the changes to Roth conversions, 529 savings plans, and the elimination of the individual mandate provision of the Affordable Health Care Act.

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