Accountants are often confronted with estate tax and estate planning issues, from assisting attorneys with transfers following a client's death to filing tax returns for trusts and estates. This course will cover the basics of estate planning, including an overview on wills, trusts, and powers of attorney, as well as introduce accountants to some advanced estate planning techniques. The course will also cover various tax implications involving trusts and estates, including a review of the estate tax, gift tax, and generation skipping tax.
Josh Wu advises large corporations, mid-size businesses, startup companies, and high-net-worth individuals on all aspects of federal tax law. He has particular experience with resolving complex IRS audits, administrative appeals, civil tax litigation, offshore trusts and assets, multijurisdictional investigations, and IRS collection matters.
Josh represents clients in an array of tax controversies and tax litigation matters before the Internal Revenue Service (IRS), the U.S. Tax Court, the U.S. Court of Federal Claims, and the U.S. Court of Appeals for the Federal Circuit.
He regularly helps clients respond to IRS information document requests, manage electronic discovery, prepare for interviews with the IRS, and navigate procedural issues.
Prior to joining Clark Hill Strasburger, Josh worked for several international law firms, including Latham & Watkins LLP, and has been quoted in major news outlets such as The Street, Federal Tax Weekly, and Business News Daily.
Lisa Bianculli Hutter is the Senior Director of Planning for the Southwest Region of Wells Fargo Private Bank. Ms. Hutter leads a team of wealth planning managers and specialists who work to understand and help clients accomplish their goals in the areas of financial and estate planning as well as business succession and family dynamics.
Ms. Hutter has conducted seminars on various planning topics and has had multiple articles published in academic and trade journals. She has also been interviewed as a subject matter expert for a range of diverse media channels. In addition, Ms. Hutter established the Women of Influence Committee which focuses on supporting women in achieving their financial goals, honoring their contributions to their communities and providing them planning and advisory resources.
Prior to joining Wells Fargo, Ms. Hutter gained experience working at National Trust Companies and brokerage firms. She also spent time at a big four CPA firm and practiced law as a solo practitioner. Throughout her career, Ms. Hutter advised closely held and family business owners, senior corporate executives, and non-traditional families. She has also assisted families in establishing, implementing and monitoring their philanthropic aspirations and educating the next generation about estate planning.
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