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Howard Vigderman to Speak at PICPA’s Personal Financial Planning Conference
November 10, 2022 @ 12:25 pm - 2:05 pm
Howard Vigderman is presenting at this year’s PICPA Personal Financial Planning Conference on “Minimizing Transfer Taxes and Preserving Beneficiaries’ Interest with Intergenerational Transfers.”
In this session, Howard will focus on:
- Estate, generation-skipping, and inheritance tax minimization
- Preserving a step-up in basis
- Using trusts to protect beneficiaries from claims
- Keeping vacation homes and other special assets within the beneficiary class