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


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.

Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.