Stephen M. Breitstone will speak at the 47th Annual Notre Dame Tax & Estate Planning Institute.
The Institute will offer practical topics, relevant for a broad range of clients, even clients not exposed to the estate tax. Given the uncertainty of the Biden Administration’s tax proposals at this time, the “Creative Planning” session will suggest planning to implement in anticipation of future legislation, or if there is legislation, its impact on existing planning techniques. Another session will cover existing income tax planning techniques that will still be available even if the tax proposals are adopted. With the possibility that step-up in basis at death will be eliminated, income tax deferral techniques will become even more important with carryover basis at death.