Basis and Beyond: Planning for Non-Taxable Estates
Guest Expert: Patrick Carlson, Vanilla
In this webinar, Patrick Carlson, Product Counsel at Vanilla, covered how to approach basis, capital gains, income tax, and more. In addition to foundational estate planning concepts, Patrick discussed flags you should look for when examining an existing plan or helping craft estate strategies that are relevant for clients without estate tax worries.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
Basis and Beyond: Planning for Non-Taxable Estates 04-18-2024
