Wealth Counselor April 2018  Like us on Facebook Follow us on Twitter View our profile on LinkedIn
Dear friends,
Spring has finally sprung! With Spring, comes the cleaning! For many people this is a time of purging. We also like to encourage clients to take this time to revisit their current estate plans. We discuss some of the main reasons why it might be time for your client to remodel their plan in this newsletter.
Thank you to everyone who came out to our Williamsburg and Richmond CE programs! We hope you gained insight into the new tax laws that took effect January 1, 2018. As always, it was great catching up with you all. There is still time to sign up for our Virginia Beach and Fredericksburg one-hour CE program covering TCJA 2017 . See below for more details.
Happy spring!
The Attorneys of Carrell Blanton Ferris & Associates, PLC.
CE Program Opportunity!

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

We will be offering 1 hour of CE credit (for CFP, Insurance, Enrolled Agents, and CPAs) in Virginia Beach and Fredericksburg. Light refreshments 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")
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

Date: May 11, 2018 
Time: Registration 12:00 pm. Program 12:30 pm- 1:30 pm.
Location:  725 Jackson St., Suite 209, Fredericksburg, VA 22401
Details: Light lunch will be provided.
Price:  Free
Questions: Call (804)285-7900 

Modifying Estate Plans and Irrevocable Trusts:
Good for Your Clients and Good for Your Business

Estate Plans, like houses, need updating and remodeling from time-to-time. Old Estate Plans - those established by your clients more than five years ago - likely need some adjustments. As you know, the U.S. has passed two major tax acts within the last six years: the American Taxpayer Relief Act of 2012 and the Tax Cuts and Jobs Act of 2017. Aside from tax issues, many clients will have experienced some combination of changes involving family, health, and wealth rendering their existing Estate Plan out-of-date because it no longer reflects their situation and goals.

Interested in passing this information on to clients? Here's a link to our blog article on updating estate plans.

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