TCJA, COVID-19, and the election have and will change everything we know as planners. This presentation will discuss straightforward and innovative planning opportunities for families (and their businesses) that best take advantage of both the “expiring” and “permanent” provisions of the tax law, with an eye toward anticipated changes to the future planning landscape.
Paul S. Lee is the Chief Tax Strategist of The Northern Trust Company, within the Global Family & Private Investment Offices Group and Wealth Management division of Northern Trust. He is also a Senior Vice President and Managing Director of the company. Prior to joining Northern Trust in 2015, he was a National Managing Director at Bernstein Global Wealth Management, and a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP.
Paul is a Fellow of the American College of Trusts and Estate Counsel, has been inducted into the NAEPC Estate Planning Hall of Fame®, and has been designated an Accredited Estate Planner® (Distinguished). A frequent lecturer and panelist on investment planning, tax and estate planning, Paul has spoken at the Heckerling Institute on Estate Planning, ACTEC National Meeting, Southern Federal Tax Institute, and numerous other institutes and conferences across the country.
Paul received his J.D. and LLM (Taxation) degrees from Emory University School of Law, and B.A. degrees in English and Chemistry from Cornell University.
Log-in information will be sent to all registered attendees the day prior to the program. We have reviewed several video communication services and have chosen Zoom for this event. Unfortunately, not all firms permit the use of Zoom so if you are prevented from using it to attend this event due to company restrictions, please join us using a personal computer or cellular phone or by simply dialing in and listening to the event from a telephone. If you will be using a personal device, please test your connection early; an app or registration may be needed the first time Zoom is used.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Click here to download a printable registration form.