Estate and Gift Tax Planning Considerations in Uncertain Times

Estate and Gift Tax Planning Considerations in Uncertain Times 

Damien R. Martin, CPA

  1.0 CLE General Credit approved
1.0 CFP CE approval pending

CPA CPE attendance certificates provided

Join Damien Martin—tax partner at BKD CPAs & Advisors—for a discussion on the latest developments in Washington, insights on the proposals being discussed, and guidance to help estate planners help their clients navigate the uncertain planning environment.

Learning objectives; Upon completion of this session, participants will be able to:

Damien R. Martin, CPA provides tax compliance, consulting and planning services to individuals, families and fiduciaries and provides proactive succession planning for high-net-worth individuals and their family-owned businesses as the east region leader of BKD Private Client.  As a Private Client advisor, he also focuses on helping high-net-worth clients build and preserve their family’s legacy through an integrated suite of services designed to assist families manage and transfer multigenerational wealth.

He is the host of “Simply Tax,” a podcast dedicated to delivering practical and timely content to simplify tax challenges.  He spent more than three years serving in BKD's National Office where his major focus was the 2017 tax overhaul and continues to be involved in firm tax growth initiatives.

Damien is a member of the American Institute of CPAs, where he currently serves on the Tax Profession Strategic Advisory Group, and Illinois CPA Society, where he has served on the Estate, Gift and Trusts Committee.

He is a graduate of University of California, Berkeley, with a B.A. degree, and a graduate of Golden Gate University, San Francisco, California, with an M.S. degree in taxation.