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Private Client Trends & Developments in 2025
August 14, 2025 @ 1:00 pm – 2:00 pm EDT
Free
1 CPE credit
What should every private client and their teams be thinking or asking about as we enter Summer 2025?
Attend this webinar to:
Compare the benefits of owning real estate in an LLC versus a trust
Evaluate provisions in the One Big Beautiful Bill for impact on client situations
Identify when a Family Office structure should be considered
Analyze borrowing and charitable giving strategies for implementation as part of an overall tax planning strategy
