Maximizing Tax Efficiency: Planning with Excess GST Exemption
Date: Thursday, May 15, 2025
Time: 11:30am - 1:30pm
Location: Duquesne Club
Speaker: Carl C. Fiore, Managing Director/Partner, Andersen
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Registration for this lunch is closed. Walk-ins will not be accommodated.
This presentation will cover planning opportunities for individuals with remaining GST exemption but little or no gift tax exemption, as well as post-mortem planning with excess GST exemption. The presentation will also cover some of the related GST rules and GST allocations.
Presented by Carl C. Fiore, Managing Director/Partner, Andersen.
11:30 AM - registration and networking
Noon - lunch is served and program begins
1:30 - meeting concludes
1 CLE, 1 CFP and 1 CPE credit approved.
