Wealth Transition Update

Description

Our holistic planning approach to managing your wealth provides you with a better chance to achieve your personal, charitable and financial objectives than other approaches. It is more likely to be successful than by just focusing on taxes or economics. Our Wealth Transition Update will highlight important strategies and considerations to help you achieve your objectives for you, your charities, your business and your family. We are currently in an ever-changing environment, and there have been recent legislative and regulatory changes that have made estate, gift and income tax planning more challenging. It's important to stay on top of these changes and modify your plan to take advantage of wealth enhancing opportunities. Join us to learn about strategies that may benefit you and potential legislation that could affect your ability to plan in the future. Learning Objectives: Discuss the current legislative outlook including the potential impacts of what may be on the horizon. Discover how portability, higher income taxes, and higher transfer tax exemptions impact planning for the succession of your wealth. Review any recent changes and explore ways to adjust your planning as needed. Presenter: Ava Archibald, EA, Principal-in-Charge of Wealth Transition Services | Eide Bailly Ava specializes in helping clients plan for the future success and prosperity of their businesses and families. Since 2006, she has provided Eide Bailly clients with her expertise in transition and estate planning, as well as gift and fiduciary compliance and overall financial planning. Ava provides estate, gift and fiduciary compliance, and tax planning services with a special emphasis in wealth transfer and estate planning. She assisted clients with the development and execution of their estate plan and advised clients on establishing lifetime gifting strategies such as the use of GRATs, IDGTs, charitable trusts, family partnership and sales to grantor trusts. Ava also presents in educational workshops and seminars on estate, gift and fiduciary tax and wealth transition opportunities. CPE Information CPE Credit: 1 Field of Study: Taxes Level of Knowledge: Update Delivery Method: Group-Internet Based Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.