On December 17, 2015 from 4:00 PM to 5:00 PM EST, please join the SABA North America Tax Section for a timely webinar reviewing the range of year-end tax planning tips and strategies for income tax, transfer tax and charitable giving issues.  Earn CLE and receive practical guidance and advice from leading experts in their respective fields, providing banking, legal and accounting perspectives.


Our panelists will cover a range of topics, focusing on:

  • Avoiding Deduction Thresholds and Phaseouts
  • AMT Planning
  • Capital Gains Planning
  • Worthless Stock
  • Inherited IRAs
  • Roth Conversions
  • 529 Plans
  • Kiddie Tax


There will also be a discussion of:

  • Pending and proposed legislative and regulatory changes for the estate and gift taxes
  • Whether GRATs will continue or be limited
  • Maximizing usage of annual and lifetime spousal and non-spousal gifting exclusions


Panelist also will discuss effective use of charitable donations and how to work within the various deduction limitation provisions.



Andrew Huber    Miller Johnson - Malviya, Raj A    jenny_ren

Andrew Huber                   Raj Malviya                            Jenny Ren

Bank of America               Miller Johnson              Weber and Company, Inc.

Palm Beach, FL               Grand Rapids, MI                   San Jose, CA