NORTHERN VIRGINIA ESTATE PLANNING COUNCIL

Please join NVEPC for an exclusive briefing on the future of U.S. tax policy following the recent elections, presented by Edward J. Beckwith of BakerHostetler. Mr. Beckwith, a preeminent authority in tax law, will analyze the potential legislative changes that could impact your financial strategies, particularly in the realms of wealth management and charitable giving.

The outcomes of the U.S. election are set to influence tax policy significantly, with key provisions of the Tax Cuts and Jobs Act (TCJA) due to expire in 2025, or not! Understanding these changes is crucial for effective financial planning. Mr. Beckwith's insights will provide attendees with a comprehensive understanding of how these shifts might affect individual and corporate tax liabilities, estate planning, and the structuring of charitable contributions. His expertise will equip you with the strategic foresight needed to navigate the evolving tax landscape. Mr. Beckwith will not only forecast policy shifts but also provide practical guidance for adapting to these changes effectively.

This session offers a unique opportunity for professionals to gain insights directly from one of the most respected voices in the field.

This program is eligible for 1.0 CFP continuing education credit.

Nationally recognized for his skill and commitment as counsel to high-net-worth families and charities, Ed Beckwith advises families, family offices and their professionals on the tax-efficient accumulation, management and distribution of personal wealth. His experience includes the legal and administrative specialties required to establish and guide the operations of charitable and educational organizations, healthcare institutions and trade associations.

His advice often is sought with respect to the governance and "best practices" of organizations and the maintenance of their tax-exempt status, as well as the tax and practical aspects of contributions and other financial resource programs to support such organizations. A significant aspect of Ed's practice involves the application of tax laws to family and business financial arrangements, including the preparation of related documents to conserve and transfer wealth, the administration of such arrangements, and the representation of clients before legislative, judicial and regulatory branches of government at all levels.

Ed is an innovator in the education and training of private wealth professionals. Throughout his entire career, he has lectured throughout the U.S. and has written extensively, including articles and speeches for the American Law Institute and The American College of Trust and Estate Counsel (ACTEC). Ed regularly chairs continuing education programs for private wealth professionals and has been an adjunct tax professor at the Georgetown University Law Center for 40 years, where he currently teaches and coordinates a graduate-level certificate program in Advanced Estate and Charitable Planning.

Thank you to our event sponsor, Chain Bridge Bank, N.A.

Registration for this event will close at noon (12PM) ET on Monday, January 20, 2025. 

Registration fees are non-refundable.