Speaking Engagement
Wealth Wednesday: I Think I Get the GST of It! | CalCPA
April 24, 202412:00 PM – 1:00 PM PT
Stefanie J. Lipson
Greenberg Glusker Private Client Services Partner, Stefanie Lipson, will be present "Wealth Wednesday: I Think I Get the GST of It!" for CalCPA on April 24, 2024.
This presentation will include a review of the GST Tax, calculations, exemptions, automatic allocations regarding certain outright and in-trust transfers, property reporting of gift tax transfers, elections out of automatic allocations of exemption, and required reporting.
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