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James Raaf, Managing Director, WTAS LLC to Speak at KC’s Webcast The 2010 Tax Relief Act: Estate Planning Considerations for 2011 and Beyond

New York, NY, May 08, 2011 --( The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that James Raaf, Managing Director, WTAS LLC will speak at the Knowledge Congress’ webcast entitled: “The 2010 Tax Relief Act: Estate Planning Considerations for 2011 and Beyond.” This event is scheduled for July 6, 2011 at 12:00 PM - 2:00 PM ET.

For further details, please visit:

Event Synopsis:

Discussion of the recently enacted 2010 Tax Relief Act has mostly focused on the extension of the Bush-era income tax cuts. However, there’s another important consideration: the Act’s impact on estate planning. The new law reunifies the gift, estate and generation-skipping transfer tax exemptions at $5 million – but just for 2011 and 2012. It also sets the rate for these three taxes at 35%. But barring Congressional action, these benefits disappear in 2013, when we’ll be back to a top rate of 55% for the three taxes and $1 million gift and estate tax exemptions, a $1 million+ GST exemption. Thus, uncertainties abound. Nevertheless, 2011 and 2012 offer some unprecedented planning opportunities – and traps for the unwary.

The Knowledge Group’s live web cast will explore some of these issues and opportunities and will provide valuable information and analysis.

About James Raaf

Jim Raaf specializes in comprehensive tax and financial planning for high net worth families and entrepreneurial businesses. He has over 29 years of experience working with clients on succession planning, estate and gift tax structuring, and income tax planning for both operating entities and their owners.

Before joining WTAS, Jim was a Tax Partner in two international professional services firms and led a comprehensive wealth management team within a major financial institution. Jim is a co-author of a book addressing entrepreneurs’ concerns surrounding succession planning and has been a contributor to a number of publications with articles relating to planning concerns for closely-held businesses and their owners.


WTAS is one of the largest independent firms in the United States, providing a wide range of tax, valuation, financial advisory and related consulting services. The firm is comprised of over 500 personnel located in 14 major cities and encompasses top advisors with previous experience in the international accounting firms, law firms, IRS and state taxing authorities. Our advisors hold multiple professional credentials and have depth in a wide range of capabilities allowing us to provide clients with comprehensive, integrated solutions.

For more information about Jim Raaf and WTAS LLC, please visit:

About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series

The Knowledge Congress was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of important issues affecting business in a highly focused format. To contact or register to an event, please visit:

Contact Information
The Knowledge Congress
Thomas LaPointe, Jr., Executive Director
Therese Lumbao, Director
Account Management & Member Services

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