Using That New Grandchild in Tax Planning (SMTX10/20)
October 24, 2019 @ 2:50 pm - 4:30 pm| $80
The tax code offers a variety of ways for grandparents to give to their grandchildren without tax consequences.
In this session we will discuss opportunities, such as gifting, paying health care expenses, serving as a grandchild’s main source of support and establishing a grantor trust.
Anthony Rocca, CPA