Wealth Transfer Planning Turned Upside Down

Event Detail
  • Date
  • September 30, 2021
  • 2 – 2:30 p.m. CT
  • Location
  • Virtual
  • Speaking, Hosting
Speakers

Major changes to some popular estate and gift tax planning techniques could happen soon. Wealthy taxpayers could also be forced to pay ordinary income tax on the unrealized appreciation of their assets each and every year. Join this week’s livestream to learn how current tax proposals, if enacted, could affect your wealth transfer strategy.

Speakers:

For more information:
Sada Kempf
Director of Marketing - Events

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