What Does the Biden Administration Mean for Your Client's Estate Plan

$145.00

Clear
Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on May 12, 2021

We will discuss how the Biden administration will affect your client's estate plans. In particular, we will address the potential effect on foundational estate plans, changes to the estate and income tax, property tax issues in California after Proposition 19, and planning for retirement plans.

Speaker Bio
2 General Credits
Course Agenda

John M. Goralka
John Goralka is a California State Bar Certified Specialist in Taxation as well as Estate Planning, Trust and Probate. He is one of few attorneys in Sacramento County with both of these critical specializations. In addition, he has successfully completed his Certified Public Accountants (CPA) exam, and holds a Master in Taxation Law (LLM).

Contact John M. Goralka

2 General Credits

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Course Agenda

  1. Where are we now - tax rates and exclusions
  2. What changes (have occurred or) can we expect to be enacted?
  3. Discussing the process to review with the client regarding advanced planning to evaluate available alternatives.
  4. We will then address potential solutions to the client's goals.
  5. Finally, we will review steps to minimize property tax for the California Real Estate Investor.
Monday: 9am - 6pm ET
Tuesday: 9am - 6pm ET
Wednesday: 9am - 6pm ET
Thursday: 9am - 6pm ET
Friday: 9am - 4pm ET
Saturday/Sunday: Email Only
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