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. We are currently in an ever-changing environment, and there have been recent legislative and regulatory changes that have made estate, gift and income tax planning more challenging. 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.
Ava Archibald, EA, Principal
Ava has more than 25 years of experience providing estate, gift and fiduciary compliance and tax planning services. She is able to provide transition planning with clarity and offer an individualized approach to your estate planning needs and questions. She is a regular presenter and facilitator in the areas of fiduciary tax, estate tax and wealth transition opportunities.
Ramona K. Johnson, CPA, Partner
Ramona has more than 25 years of experience in providing estate, gift and fiduciary compliance, and tax planning services with a special emphasis in wealth transfer and estate planning. Ramona assists clients with the development of their estate plan and reduce potential estate tax liabilities and works with clients in developing lifetime gifting strategies.
CPE Credit: 1
Field of Study: Taxes
Level of Knowledge: Any Level
Delivery Method: Group-Internet Based
Additional Information: 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 612.253.6628.
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