2020 – OUR 28th YEAR OF PUBLICATION! Volume XXVII • Number 3 • September 2020 TIME IS OF THE ESSENCE – TAKE ADVANTAGE NOW INTRODUCTION As you know, the Trump tax cuts (2017 Tax Cuts and Jobs Act) created unprecedented opportunities for individuals and families to transfer their legacies in a tax-efficient manner. These cuts […]
Tag: estate freeze
Howard Rosen, a shareholder of the law firm of Donlevy-Rosen & Rosen, P.A., will lead two seminars as a Faculty Member for this year’s Annual Meeting of the American Association of Attorney-Certified Public Accountants (AAA-CPA).
Howard Rosen will be presenting “Estate Freeze Planning Using Offshore Trusts” to the Sailfish Chapter of the FICPA.