Our holistic planning approach to managing your wealth provides you with a better chance to achieve your personal, charitable and financial objectives than other approaches. It is more likely to be successful than by just focusing on taxes or economics. Our Wealth Transition Update will highlight important strategies and considerations to help you achieve your objectives for you, your charities, your business and your family.
Estate, gift and income tax planning have become more challenging due to recent and proposed legislative and regulatory changes. It's important to stay on top of these changes and modify your plan to take advantage of wealth enhancing opportunities. Join us for a "Wealth Transition Services Update" to learn about strategies that may benefit you and potential legislation that could affect your ability to plan in the future.
- Discuss the current legislative outlook including the potential impacts of what may be on the horizon
- Explore current transfer tax strategies
- Discover how portability, higher income taxes, and higher transfer tax exemptions impact planning for the succession of your wealth
- Discuss the use of defined value clauses
CPE Credits: 1
Field of Study: Taxes
Level of Knowledge: Basic
Delivery Method: Web-Based Group Session
These are web-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.