Critical Tax Planning: Looking Ahead to Uncertain Times — 1.5 Pennsylvania General Credits

For the last twenty-plus years we have been in what could be considered a golden age of tax and estate planning. Change is on the horizon. Favorable provisions enacted by the 2017 Tax Cuts and Jobs Act (TCJA) are set to "sunset" at the end of 2025. This sunsetting, coupled with a consequential election, mean that we do not know what the tax laws will be next year.

What planning opportunities should you take advantage of while provisions remain favorable? In this September 5, 2024, 1.5-hour program, Steven G. Siegel, JD, LLM covers, in detail, many planning strategies to consider and recommends making your clients aware of possible and less favorable planning conditions.

Mr. Siegel is president of The Siegel Group, a Morristown, NJ-based nationally-recognized firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. He holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in Taxation from New York University. Mr. Siegel is also the popular drafter and contributor of many of the fully-editable forms available to attorneys on NLFforms.com.