The Tax Cuts and Jobs Act of 2017 made fewer changes to the transfer tax rules than the legislation did to the other subsections of the Internal Revenue Code. Even so, the changes that were actually made open up brand new opportunities for taxpayers of all levels of wealth. This program will briefly detail what changes were made and suggest approaches to apply them depending on the nature of the client.
Educate the viewer about the new law’s changes to the estate, gift, and generation-skipping transfer tax rules.
Suggest to the viewer some planning techniques to use in light of these new rules.
Analyze the implications of the “sunset” of the changes on December 31, 2025 and discuss how to handle the associated legislative uncertainty.
Lloyd Doletski (Self Employed)
"The speaker spoke in a fluent manner. The information was presented at a reasonable pace. I had no questions on the information presented. The displays were easy to read, very informative and answered any questions, which came to mind . The speaker was skilled in utilizing the displays in presenting the information of the webinar."Ed Schlessinger (Schlessinger CPA pa)
"Mathew Rappaport's knowledge is exemplary,, his presentations are excellent and contain an abundance of important essential information on the topics."Christine Davidson (OC Numberz Tax & Accounting)
"Very knowledgeable speaker. He hit the high spots, gave some good examples, and suggested you dig into certain things more on your own time."John Testone (John Testone, CPA)
"Mr. Rappaport demonstrated a most impressive knowledge of the webinar's subject matter and conveyed that in a manner that was uncomplicated."Dennis Devries (Dennis Devries)
"This was a very good webinar. The presenter was an expert on the subject and kept it very interesting. Well worth my time."Kristina Moore (DMLO CPAs)
"Very useful information. I really enjoyed the way Matthew Rappaport presented. I will be looking for more of his webinars."Tonia Colon-seals (Uprising Financial Legitimations,LLC)
"Taken this course earlier part one. So man different variables to learn with Estate Planning. I love this course."John Knobelsdorf (Law office of John Knobelsdorf)
"Great stuff. More like it from Mr. Rappaport is welcome at anytime. For instance, on GST."
Falcon Rappaport & Berkman PLLC
Vice Managing Partner
mer@frblaw.com
(516) 558-3377
Matthew E. Rappaport concentrates his practice in Taxation related to Real Estate, Corporations, Partnerships, and Trusts & Estates. He advises clients regarding tax planning and structuring for generational wealth transfer, commercial real estate enterprises, business transactions, and cross-border considerations. He primarily advises real estate professionals, financial professionals, and closely-held business owners. He also functions as a subcontractor for other attorneys, accountants, financial advisors, bankers, and insurance professionals when they encounter matters requiring a threshold level of tax law expertise.
Mr. Rappaport graduated from Washington University in St. Louis in 2007, cum laude, with an undergraduate degree in Political Science. His undergraduate thesis was a cross-sectional analysis of the corporate culture of the privately held financial firm Edward Jones. He received his Juris Doctor and Master of Laws in Taxation from Georgetown University Law Center in 2011. Mr. Rappaport is licensed to practice in New York. He is an active member of the Nassau County Bar Association, the New York State Bar Association, and the American Bar Association. He was the Co-Vice Chair of the Tax Committee of the Nassau County Bar Association from June 2015 until June 2016.
He serves on the Sales, Exchanges, and Basis Committee of the American Bar Association Section of Taxation. Mr. Rappaport has authored articles for the Nassau Lawyer, Thomson Reuters’ Journal of Real Estate Taxation, The Tax Adviser, Bloomberg BNA’s Tax Management – Real Estate Journal, and the Journal of Taxation of Investments. He has spoken at the request of the American Bar Association, the National Conference of CPA Practitioners, the Financial Planning Association, Strafford Publications, the School of Accounting at LIU Post, and a wide variety of law, accounting, and wealth advisory firms. He is a founder of the young professionals networking group Hydra Collective.