White Paper

Tax Law Changes and Client Service Opportunity - Reviewing Estate Documents

 
The past decade has been a period of enormous changes in estate and gift tax law. For example the applicable exclusion amount in 2008 was $2,000,000 with a top marginal rate of 55%. In comparison the applicable exclusion amount in 2016 is $5,450,000 with a top marginal rate of 40%. These changes have been made against a backdrop of ever increasing income tax rates. Such changes have caused many, if not most, estate tax plans obsolete necessitating a thorough review.

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Ronald A. Friedman, CPA, CFP, PFS is a founding partner of Friedman Brannen LLP. In addition to being a Certified Public Accountant, he is a Certified Financial Planner with more than 30 years of experience in the financial services industry. Mr. Friedman is a member of the Personal Financial Planning Section of the AICPA and is certified as a Personal Financial Specialist.

Faculty

Ronald A. Friedman, CPA, CFP, PFS

Ronald A. Friedman, CPA, CFP, PFS

Friedman Brannen LLP

Agenda

Faculty

Ronald A. Friedman, CPA, CFP, PFS

Ronald A. Friedman, CPA, CFP, PFS

Friedman Brannen LLP

  • Founding partner of Friedman Brannen LLP
  • In addition to being a Certified Public Accountant, he is a Certified Financial Planner with more than 30 years of experience in the financial services industry
  • Member of the Personal Financial Planning Section of the AICPA and is certified as a Personal Financial Specialist
  • Unique CPA practice focuses almost exclusively on estate and gift tax and related issues, which include lifetime estate tax planning, tax compliance, post-mortem trust administration, representation before the Internal Revenue Service, and complex fiduciary accounting
  • Frequent speaker for professional organizations, including the San Diego Estate Planning Council, the California CPA Society, The North County Bar Association, The La Jolla Estate Planning Trust and Probate Section and the Institute of Management Accountants (IMA) Annual Conference and Exposition Tax Panel; has been a featured guest on a number of local radio shows and has published many articles in national professional journals
  • Bachelor's and Master's degrees, University of Connecticut

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