Executive Breakfast Briefing: Estate & Trust

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Join us for an executive breakfast briefing on hot topics around traditional and creative ways to preserve your estate and reduce capital gains. We will also dive into the key elements of opportunity zones and generation-skipping. Start planning now, for yourself and your future!

Topics Discussed:

  • Estate & Trust Planning

– Discuss estate planning and what you should be doing today
– Analyze key elements of a 1031 exchange
– Discuss opportunity zones
– Understand generation-skipping

PRESENTERS

Tim Tikalsky, CPA, CCIM

Tax Principal at Sensiba San Filippo

Tim has almost 40 years of estate & trust experience and specializes in tax planning, compliance, and consulting for medium-sized to large, closely-held companies, partnerships, and fiduciaries.

Jennifer Silvas, EA 

Tax Manager at Sensiba San Filippo

With nearly 12 years in the industry, Jennifer works with privately-held small and medium-size businesses, as well as high net worth individuals specializing in tax planning and compliance, estates and trusts, and individuals and non-profits.