From our annual Lay of the Land Conference, the Estate and Trust Planning session covered tax policy updates from Washington and focused on pro-active steps landowners can take to save on taxes and smartly plan their estates.
CFO, Tyler Davis, lead discussions with Michael Minton, Chair of Dean Mead’s Agribusiness and Solar Energy Industry Team and Hugh Dailey, North Central Florida Market President of MIDFLORIDA Credit Union.
The panel had in-depth conversions on expiring tax deductions, Section 1031 exchanges, Estate Tax Rates and Exemptions, how to avoid probate & estate administration, and the Corporate Transparency Act. Those in attendance left with many takeaways to apply to their personal tax and estate situations.
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