- This event has passed.
Wealth Transition Update
November 7, 2024 @ 12:00 pm – 1:00 pm EST
Free
1 CPE credit
Event Overview
We are in an ever-changing environment, and the gift and estate tax exemptions that are set to sunset on January 1, 2026, may cause a need for additional estate, gift, and income tax planning. It’s important to stay on top of legislative changes and modify your estate plan to take advantage of wealth-enhancing opportunities. 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.
