Income Tax Planning Eclipses Transfer Tax Planning: The New Order of Operations
Date: Tuesday, October 13, 2026
Time: 05:00 PM - 7:30pm
Location: Media's Towne House, Media, PA
Speaker: Alex Jones, CPA, MST of Brinker Simpson & Co., LLC
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With federal estate tax now affecting only the wealthiest families, income tax basis planning, the use of non-grantor trusts, and step-up strategies have moved to the front of the queue. Alex will walk us through how to re-sequence the planning conversation, when to use upstream gifting, and how to handle existing credit shelter and bypass trusts that may now do more harm than good.
