Estate Planning in 2024

Webinar Content

Explore Estate Planning Tactics Amid Changing Economic Landscapes

Join us for an insightful webinar focused on the dynamic landscape of estate planning in 2024. You will gain insights into how shifting interest rates are influencing estate planning decisions and learn strategies to tackle these changes.

We'll discuss the decreasing lifetime exemption, its potential effects and how you can prepare efficiently for this legislative shift. This knowledge will equip you to guide your clients effectively in a changing economic landscape.

Learning Objectives:

Grasp the impact of elevated interest rates
Prepare for legislative changes
Enhance value in professional relationships

Speakers

Rachel Kieser, Partner, Tax, Armanino
Jim McGrory, Partner, Tax, Armanino

Resources

Article

3 Tax Strategies for Growing Businesses: Are You Missing Out?

FOMO’s the worst, right? When it comes to your business, you could be missing significant tax savings.

April 23, 2024

Article

Most Businesses Are Leaving Tax Credits Unclaimed. Is Yours?

Watch for these commonly overlooked credits and beware these tax credit missteps.

March 15, 2024

Article

Is It Time to Reevaluate Your CPA Relationship?

It’s smart to take stock of your accounting firm when you hit certain milestones in your wealth journey.

March 01, 2024

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If you have any questions about this webinar or event, or would like to provide us with any feedback, we encourage you to use the form to contact us and we will get right back to you with a response.

Estate Planning in 2024

Strategies to adapt to rate & legislative changes.

Learning Objectives:

Speakers

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