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Post-Election Year-End Planning With Private Client
November 21, 2024 @ 3:00 pm – 4:00 pm EST
Join Forvis Mazars Private Client for an informative webinar after the 2024 election to touch base on the estate and gift tax exemption sunset, investment updates, economic outlook, and year-end tax/financial planning reminders.
Services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP.
Learning Objectives
Upon completion of this program, participants will be able to:
- Explain the estate and gift tax exemption as it is today and potential updates after the 2024 presidential election.
- Describe the impact on business exit and succession planning for business owners taking advantage of the high exemption.
- Discuss the current state of the economy.
- Recognize what is needed to plan for income tax season and year-end financial planning.
CPE Information
1.00 CPE Credit (pending approval)
One CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.ng live broadcast.
