Print Page | Contact Us | Sign In | Join AiP
Beth Shapiro Kaufman, JD and Megan Wernke, JD
Share |
Breakout Session, Technical
Thursday, May 23, 2019 | 10:50 AM

Confronting the Challenges of Tax Reform

Beth Shapiro Kaufman, JD, Caplin & Drysdale
Megan Wernke, Caplin & Drysdale

The 2017 tax act provisions have now been in effect for more than than one year. The IRS has already issued guidance on some of the most complex provisions. This presentation will discuss the most important income and estate tax provisions for individuals and charities, and what we have learned about them in the first year. The presenters will also discuss estate planning techniques applicable to those above and below the estate tax threshold. Finally, we will gaze into a crystal ball to predict what legislation in this area will be considered by Congress in the coming months and years. 

Attendees will:

  1. Review 2017 tax act changes that impact individuals and charities, including both estate and gift tax and income tax provisions. 
  2. Learn about IRS guidance clarifying and interpreting these new tax laws.
  3. Discuss planning strategies to minimize taxes under the new tax laws. 

Beth Shapiro Kaufman, JD, Caplin & Drysdale

Beth Shapiro Kaufman is a Member in Caplin & Drysdale's Washington, D.C., office.  Ms. Kaufman assists wealthy individuals with their estate planning, with a focus on minimizing taxes. She also advises lawyers and other professionals on complex issues regarding estate, gift, and generation-skipping transfer taxes. Ms. Kaufman is member of the adjunct faculty for the University of Miami Heckerling Graduate Program in Estate Planning, where she teaches generation-skipping transfer tax.  Prior to rejoining Caplin & Drysdale in 2001, Ms. Kaufman worked for over six years in the Treasury Department's Office of Tax Policy, where she had principal responsibility for all tax policy matters affecting trusts and estates. Ms. Kaufman is a Fellow of the American College of Trust and Estate Counsel.  She is a graduate of Harvard Law School, where she was Notes Editor of the Harvard Law Review, and Pomona College. 

Megan E. Wernke, JD, Caplin & Drysdale

Megan E. Wernke is Of Counsel to Caplin & Drysdale's Washington, D.C. office. Ms. Wernke advises wealthy individuals and the fiduciaries of large estates and trusts (both domestic and foreign) on a wide range of sophisticated tax and estate planning matters. Her estate plans seek to achieve tax efficiency and compliance without sacrificing her clients’ non-tax objectives. Ms. Wernke's practice includes designing and implementing estate and lifetime gifting plans, succession planning for clients with businesses large and small, achieving creditor protection for clients and their heirs, and helping clients come into compliance with U.S. tax requirements. She is a graduate of Harvard Law School, where she was Executive Editor of the Harvard Law Review, and Princeton University.  

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
© 2020 Advisors in Philanthropy | All Rights Reserved