What Clients Need to Know to Manage Their Taxes 2024 | American Bankers Association (ABA) | 14 March 2024 | Webinar
Venue
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| Event Date | Thu Mar 14 EDT (9 months ago) |
| Location | Webinar |
| Region | Americas |
Details
This event will share insights about tax planning strategies clients should consider in light of potential law changes, increased interest rates and the political landscape. Advisors will learn approaches they can use to successfully navigate conversations with wealth clients on income tax considerations, estate planning strategies and preparing heirs for wealth transfer.
• Discussion Highlights
• Impact of the elections on tax legislation
• Planning for the sunset of the Tax Cuts and Jobs Act
• Integrating the qualitative side of financial planning
• Planning with higher interest rates
Speakers
2024 Speakers
MODERATOR:
Dave Coffaro
Principal, Strategic Advisory Consulting Group
Lisa R. Featherngill
CFP, CPA, Senior Vice President and National Director of Wealth Planning, Comerica Wealth Management