Webinar: Strategic Planning for Year-End: Legal, Tax and Financial Insights for Individuals as well as Estate, Gift and Trusts

The last quarter of the year is an optimal time to revisit tax and financial planning options. Join our panel of legal, tax and financial planning professionals for key factors impacting estate, gift and trust planning.

This on-demand session discusses how expiring provisions in the Tax Cuts and Jobs Act (TCJA) influence retirement planning options and long-term savings as well as ways to maximize current tax provisions while avoiding pitfalls in charitable giving and personal planning.

This on-demand session will provide a better understanding of the following: 

• Gift and estate planning opportunities to consider before year-end
• Impact of expiring TCJA provisions and opportunities for early tax planning
• Opportunity offered by different business structures and the common pitfalls to avoid

Speakers:

• Stephen Carter, Partner-in-Charge, Family Office Services and Weaver Capital Advisors — Weaver
• Tom Bazley, Managing Director, National Tax Office — Weaver
• Tommy Ikard, Partner — Ytterberg Deery Knull

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.