Essential tax and wealth planning with sunsets on the horizon

Participants of the free live webinar will be eligible for 1 CPE credit.

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While some may be starting to have an eye to the sunset of the Tax Cuts and Jobs Act of 2017 (TCJA), it is important to plan in the present for your individual income and wealth transfer tax goals. With potential tax legislation on the horizon, what are the key considerations regarding year-end individual income and wealth transfer tax planning? We’ll discuss:

• Tax policy outlook in the current political climate
• Key individual income tax planning considerations
• Year-end wealth transfer tax planning before the potential expiration of the increased lifetime exemption