Tips & Considerations in Estate Planning Structures

With new draft tax legislation, Jos Herman, CPA,CA,CFP,CLU,TEP will explore what tax and planning considerations will apply to a deceased taxpayer and their estate. Also what structures and beneficiary designation planning tips practitioners can consider when they are working with clients.

Jos Herman, CPA,CA,CFP,CLU,TEP
President – Resources & Solutions Professional Corporation

Jos is a well sought out industry professional that is able to address asset protection, succession planning, philanthropy, and explain the tax efficiency gained in the insurance planning process.

At her boutique consulting firm, Resources & Solutions, she provides private business and personal solutions focused on tax concepts, tax efficient investment and insurance strategies, asset protection and wealth planning.

Her breadth of industry knowledge and wealth planning solutions has been a valuable asset to clients, CPAs, legal professionals, and advisors.  

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