Estate Planning for CryptoCurrency, C Corporation Stock
and State Income Taxes
What planning is possible if a client has a large cryptocurrency holding, or owns stock in an S Corporation that may have a liquidity event, or is concerned about paying DC, MD or VA income taxes, but does not want to move? Gary will discuss different types of trusts that can be implemented to save or defer income and capital gains taxation in these situations.
Westwood Country Club
February 17, 2022 - 11:30 AM
Programs end by 2 PM!
2 CFP CE Approved! 2 CIMA CE Approved! CPA CPE Offered!
$40 Members - $60 Non-Members