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Wealth Transition Update
November 6, 2023 @ 1:00 pm - 2:00 pm EST
Free
Participants of the free live webinar will be eligible for 1 CPE credit.
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 the gift and estate tax exemptions are set to end on January 1, 2026, which 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 plan to take advantage of wealth enhancing opportunities. Join us for our wealth transition update to learn about strategies that may benefit you and your family as you plan for the future.
DATE AND TIME
Monday, November 6 | 12 – 1 p.m. CT
LOCATION
Online (Webinar)
COST
Free
CONTACT
webinars@eidebailly.com
Learning Objectives
- Discuss the current legislative outlook including the potential impacts of what may be on the horizon.
- Demonstrate how portability, higher income taxes, and higher transfer tax exemptions impact planning for the succession of your wealth.
- Assess any recent changes and explore ways to adjust your planning as needed.
Presenter(s)
-
Devin Hecht J.D., LL.M.PrincipalDevin assists our clients in thoughtfully approaching their estate and succession planning. Prior to joining Eide Bailly, Devin worked as a tax attorney and partner in the Tax, Trusts and Estates practice group of a regional law firm. At Eide Bailly, he assists clients in the area of estate planning and advisory services in estate and gift tax, generation-skipping transfer tax, income tax and other tax matters.
- CPE CREDITS
1
- FIELD OF STUDY
Finance
- LEVEL OF KNOWLEDGE
Overview
- DELIVERY METHOD
Group-Internet Based
Eide Bailly LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
