The rules for reporting tax basis of assets during estate administration have changed. Are you confident enough in your knowledge of the new basis consistency rules to ensure you are correctly administering your clients' estates? This guide will clarify the new rules and provide you with practical tax-saving tips - order today!
1:00 PM to 4:15 PM Eastern Standard Time
1:00 - 2:30, Joshua R. Driskell
2:45 - 4:15, Rhonda A. Miller
JOSHUA R. DRISKELL is a partner with Primuth Driskell & Terzian LLP, where he practices in the areas of business, tax, and bankruptcy law and related matters. Prior to forming the firm, Mr. Driskell worked for multi-state law firm Mockensturm Limited advising businesses, nonprofit agencies, and individuals on tax and business matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association and the State Bar of California. Mr. Driskell earned his bachelor’s degree from Bowling Green State University, his Master of Business Administration degree from the University of Findlay, and his Juris Doctorate degree from the University of Toledo College of Law.
RHONDA A. MILLER is a partner with the Fairfax, Virginia law firm of Dunlap Bennett & Ludwig PLLC, where she concentrates on sophisticated estate planning, including special needs trusts, asset protection trusts, spousal lifetime access trusts, charitable remainder trusts, qualified small business trusts, and other trusts used to minimize or eliminate capital gains and estate tax. In addition, she focuses on administering large and complex estates including litigation with respect to those estates and correcting documents to optimize tax efficiencies. Ms. Miller is a highly sought after public speaker. She frequently teaches continuing legal education and is a continuing education sponsor for the Certified Financial Planner Board and insurance agents. Ms. Miller was named Best Attorney by the Wall Street Journal and won Top 50 Women Lawyers in Virginia. She is a member of the bars of the Commonwealth of Virginia, the District of Columbia, and California. Ms. Miller earned her B.A. degree, with honors, from Pennsylvania State University; and her J.D. degree, with honors, from Loyola Law School in Los Angeles.