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
