Wealth Counselor March 2018  Like us on Facebook Follow us on Twitter View our profile on LinkedIn
Dear Friends,  

As March Madness gives way to April (15th) Anxiety, we KNOW you will want to learn more about the new tax law that took effect January 1st, 2018.

Generally speaking the law covering estate and gift taxes has been liberalized. But this part of the law sunsets on December 31, 2025.

It's an ever-fluid situation, but read on to find out how things stand NOW. We would also like to invite you to our CE programs in Richmond and Virginia Beach covering these tax law changes. Please see below for more information.

Happy reading!

Eldridge Blanton, Esq.  

CE Program Opportunity!

TCJA 2017: What you Need to Know to Advise your Clients

We will be offering 1 hour of CE credit (Pending approval for CFP, Insurance, Enrolled Agents, and CPAs) in Richmond and Virginia Beach. A light breakfast will also be provided!

The following points will be discussed in detail at the one-hour workshop:
  • A summary of the individual and corporate income taxes and estate tax changes included in the 2017 Tax Cuts and Jobs Act;
  • Estate, Gift, and Generation- Skipping Transfer Tax Changes;
  • The effect of an A/B Trust Tax Plan on estate taxes, income-tax basis of assets, and capital gains taxes;
  • The alternatives to the A/B Trust Tax Plan (for example, the "Wait and See Tax Plan")
Date: April 26, 2018 
Time: Registration 8:30 am. Program 9:00 am- 10:00 am.
Location: 7275 Glen Forest Dr., Suite 310, Richmond, VA 23226
Details: Light breakfast will be provided.
Price: Free
Questions: Call (804)285-7900

Virginia Beach
Date:  May 9, 2018
Time:  Registration 8:30 am. Program 9:00 am- 10:00 am.
Location: 780 Lynnhaven Pkwy., Suite 150, Virginia Beach, VA 23452
Details: Light breakfast will be provided.
Price: Free
Questions: Call (757)689-8668


Estate Planning Opportunities After Tax Reform

Many of your clients will fall into one of three categories: (1) they have a modest net worth, but, a trust that was drafted before portability of a deceased spouse's unused exemption was available; (2) they have a net worth that flirted with the prior basic exclusion amount (5.49 million dollars per individual in 2017); or (3) they have a trust with a funding formula leaving their basic exclusion amount to a Family Trust before funding a Marital Trust.

We offer free  educational seminars on the importance of
estate planning throughout the month. We'd love to see you or your clients there! Click here to see all the dates & times near you.

Interested in having the attorneys of Carrell Blanton Ferris speak to a group of your clients? Contact us today!


U.S. Treasury Department Regulations require that we advise you that, unless otherwise expressly indicated, any federal tax advice contained herein is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax related matters addressed herein.



Carrell Blanton Ferris & Associates, PLC