Preparing For The New Age In Wealth Planning 2022 | WealthManagement and Trusts & Estates | 27 April 2022 | Virtual
Venue
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| Event Date | Wed Apr 27 EDT - Fri Apr 29 EDT (over 2 years ago) |
| Location | Virtual |
| Region | All |
Details
The Biden administration has proposed tax increases on the wealthiest Americans including changes impacting estate tax and capital gains tax, and is looking at reducing estate tax exemptions and repealing tax cuts—all of which will merit revisiting the tax and estate plans of your clients. This special forum series is designed to help wealth advisors and planners prepare for what can only be described as the coming new age in wealth planning.
• State Income Taxation of Trusts
• Wealth Tax Planning
• Private Placement Life Insurance and the new IRC Section 7702
• Wealth Squad Audits
• Diversity and Inclusion
Sponsors & Partners
2022 Sponsors
PLATINUM:
• St. Jude Childrens Research Hospital
GOLD:
• Investment & Wealth Institute
• Elder Counsel
• Clio
• American Cancer Society