Get ready to delve into the complexities of the gift tax exclusion before it sunsets in 2025 in this webinar on August 15!
Join Doug Neal, Windham Brannon Principal and Tax Leader, alongside our colleague John Maddison, Balentine Partner and Head of Financial Planning, for an insightful webinar to learn how these changes could impact your tax situation and estate planning strategies. In our dynamic session, explore proactive ways to safeguard your legacy with:
- Expert insights: Discover how potential tax law changes and the upcoming election could affect and impact your estate planning.
- Real-world examples: Gain valuable knowledge from the successes and missteps of other high-net-worth individuals.
- Proactive strategies: Develop a plan to protect your assets and ensure a smooth transfer of wealth.
- Collaboration tips: Learn how to work effectively with tax, legal and financial advisors.
Personalize your learning experience by submitting your questions in advance through the registration section! Get expert guidance tailored to your specific needs.
Details:
Thursday, August 15, 2024
3:00-4:00 p.m. EDT
Online Event
Don’t miss this opportunity to take charge of your financial future!
Register today, as space is limited.
