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

Trust and Estate Planning Guide

Now is the time to identify tax-saving opportunities, protect your legacy and take charge of your estate plan.

May 10, 2024

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

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Estate Planning in 2024

Strategies to adapt to rate & legislative changes.

Learning Objectives:

Speakers

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