“Tax Reform,” or How We Got to Where We Are and Where to Go From Here
In his presentation, Brad will discuss the President’s and Congress’ most recent foray into tax reform. After a brief discussion on how (budget rules and reconciliation and other political pressure points), the session will turn to the what, with an emphasis on how Congressional rules and procedure shaped the ultimate “reform” package. The remainder of the session will focus on planning techniques in light of the new rules, if they have in fact been enacted, with an emphasis on estate and gift tax planning techniques.
Brad Dillon joined Brown Brothers Harriman in 2014 and is a senior wealth planner in the New York office, where he advises high net-worth and ultra high net-worth clients on their trust and estate planning. Prior to joining BBH, he was in private legal practice in the trusts and estates department at Milbank, Tweed, Hadley & McCloy LLP, where he focused on estate, gift and generation-skipping transfer tax planning. Mr. Dillon received his LL.M. in taxation from the NYU School of Law, his J.D. from the UCLA School of Law and his B.A. from Indiana University, from which he graduated summa cum laude. Mr. Dillon is a frequent lecturer and publishes scholarly and practice-driven articles, which have been featured in industry-leading journals, including The Journal of Taxation, Estate Planning, and Leimberg. In addition, Mr. Dillon is a frequent commentator on tax policy and estate planning in the media and has been quoted in The Wall Street Journal, CNBC.com, Barrons, and NerdWallet.
This session has been granted 1 CFP, 1 CLE and 1 CPE credit.
Networking and social hour begins at 5:15 PM
Seating for dinner is 6:00 PM
Program concludes by 7:30 PM