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

Other Events You May Be Interested In

Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.

Janney’s 2025 Market Outlook

What can we expect for the economy and markets in 2025?

Recent Event: A Medicare Primer

What's Medicare? Do you need it? How and when do you enroll?

Recent Event: Janney's 2024 Mid-Year Market Update

What’s next for the economy and markets?