Fiore to Lead Trust Planning Webinar

Andersen Managing Director, Carl Fiore, will host an online webinar in partner with the organization, Clear Law Institute. His webinar Trust Planning Under the New Tax Law, will include information about the new tax law as it applies to trusts and its impact on trust planning. Participants will also learn about the changing climate regarding state taxation of trusts and the interplay between state and federal planning. This online event will take place on January 11, 2019 from 3:00pm - 4:00pm (EST). 

Carl Fiore is a Managing Director in the Andersen New York office. He is a lead member of the firm’s family wealth planning group, which has extensive experience in serving the estate, gift, and fiduciary tax consulting and compliance needs of corporate and private trustees as well as individuals. He has significant experience with tax and financial matters affecting high-net-worth individuals and families. Carl has worked with numerous families and closely held businesses to develop and implement wealth maximization plans through the use of family entities, income tax planning, stock option planning, charitable giving strategies, and effective gift and estate tax planning.

January 11, 2019

Online Webinar