Description:  One thing many people are thinking about these days is estate and tax planning.PKF O’Connor Davies Accounts and Advisors and Jacobowitz and Gubits Counselors at Law will present valuable estate and tax planning information during this joint webinar.

This is the third collaboration between Bonnie Orr, CPA and partner at JGS, CPA and Michael Wagner, Esq., senior counsel at Jacobowitz and Gubits, LLP.  They will host a free webinar on Wednesday, July 13, 2022, at 3 p.m. EST.   The July webinar will blend estate and tax planning strategies with enough new information to appeal to former attendees.

Here is a sample of topics to be covered by each presenter:

Michael Wagner, Esq.

• New power of attorney rules
• Medicaid Asset Protection Trusts
• Estate planning and probate

Bonnie Orr, CPA

• Revocable, irrevocable, grantor and non-grantor trusts
• Tax-efficient charitable giving
• Multi-generational planning