Up Next: 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.
Event Photo

Join us for this exclusive virtual seminar where we will explore:

  • 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



Wednesday, October 11,  2023 | 12:00 p.m. EST



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

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


Register Here: www.janney.com/year-endstrategies

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