Webinar: Estate Planning and Valuation: Don’t Marinate in the Uncertainty

Join us on-demand for a deep dive conversation into critical tax and valuation considerations for year-end. With a particular focus on the impacts of expiring Tax Cuts and Jobs Act provisions, our panel provides insight into the anticipated changes for 2025 and offer considerations for proactive planning.

We discuss the importance of on-going tax and wealth planning, regardless of the election outcome, and explore specific strategies to navigate the uncertainties and ensure you are well-prepared.

Attendees will gain a better understanding of the following: 

• TCJA changes anticipated in 2025: Participants will gain a clear perspective on what changes are coming to the TCJA in 2025, how the election results may influence these changes.
• Valuation and planning strategies: Attendees will learn about the importance of getting valuation work done promptly and specific planning scenarios.
• Proactive steps for year-end planning: The session will emphasize the need for solid planning steps regardless of anticipated changes in 2025. Participants will explore asset allocation, gifting strategies, and the importance of keeping good records in order to support sale and gift pricing and tax considerations.

Speakers:

• Liza Bowersox, Managing Director, Valuation Services — Weaver
• Kelly Miller, Partner — Reed Smith
• Will Frazier, Managing Director, Valuation Services — Weaver
• Elizabeth Bunk, Partner, Private Client Services — Weaver

This webinar is for all levels of business professionals, accountants and CFOs. Please note that CPE credit is not awarded for recorded webinars. Keep an eye on our events page, or sign up to receive invites for future webinars.