Recent Event: Tax & Estate Planning

Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.

If you missed our live event, watch the recording above to learn:

What to do before the 2017 Tax Cuts and Jobs Act sunsets
- Estate & gift planning strategies
- Charitable gifting
- Income tax planning opportunities
New provisions in Secure Act & Secure Act 2.0
- Types of beneficiaries and the new 10-year payout
- Using trusts as beneficiaries
- Incorporating Secure Act & Secure Act 2.0 within your financial plan

Featuring:

Edward F. Smith III, J.D., AEP® | Senior Tax and Estate Planner

Shurdonna Joseph, J.D., CFP® | Director of High Net Worth Consulting

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