Cannon Estate Planning Teleconference Series

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The Ascendency of Income Tax Planning


The Cannon Estate Planning Teleconference Series provides a monthly forum for professionals to connect and collaborate. Topics relate to current events impacting the Wealth Management and Estate Planning industries.


Each monthly Teleconference is approved by national organizations and associations for Continuing Education and CLE. Over 80% of all state CPA and Bar associations consistently view this program as a Continuing Education main stay.


With high income tax rates and a high estate tax exemption, estate planners need to look for opportunities to minimize income taxes without an offsetting estate tax detriment. The current tax environment requires renewed focus on income tax issues that arise in drafting and planning as well as in trust and estate administration.

In a post-ATRA 2012 world, we should regularly consider the following in our practices:

  • Grantor trust planning
  • Distributions to avoid estate and trust compressed income tax rates
  • Net investment income tax
  • Strategies to achieve basis step-up

Time and Location


    September 15, 2015


    12:30 PM


    Marcum LLP
    750 Third Avenue, 11th Floor
    New York, NY 10017