Year-end tax and wealth planning webcast

12/03/2024 | 2:00pm - 3:30pm EST

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CPE Highlights:

CPE Credit: 1.5 | Field of Study: Taxes
Prerequisites: None | Knowledge Level: Basic

Additional CPE Information

Learning objectives:

By the end of this webcast, participants will be able to:

Understand the implications of the 2024 presidential election on tax policies for private clients
Apply strategies to maximize estate planning, gift giving, and charitable contributions
Optimize corporate tax planning and compliance for private company owners and executives
Identify and implement tax strategies tailored for high net worth individuals and families

Course description:

Tailored for high net worth individuals and family offices, including private company founders, owners, and executives, this webcast will cover the latest tax strategies, the impact of the 2024 presidential election on taxation, and ways to maximize estate, gift, and charitable giving. Participants will also learn how to optimize corporate tax planning and compliance.