Tax and Financial Planning Approaches the Experts Know
Join us for our next Financial Intelligence webinar which will explore the importance of estate planning and key issues and strategies to consider in today’s environment.
Key Topics:
- Estate planning’s role in your financial plan; wealth transfer, liquidity and investments
- How potential estate and gift tax law changes impact your wealth
- Estate and gift strategies and how to measure their impact on your plan:
-Inter-Vivos Qualified Terminable Interest Property (QTIP) Trust
-Spousal Lifetime Access Trusts (SLAT)
-Grantor Retained Annuity Trusts (GRAT)
-Charitable Annuity Trusts (CRT)
-Life Insurance Strategies
Host and Moderator:
PKF O’Connor Davies
Bruce A. Desrosiers, CPA, Tax Partner
Features Speakers:
PKF O’Connor Davies
Christine G. Pronek, CPA, MST, Partner
Altium Wealth
James Dowling, Managing Director
Scott Tasch, Managing Director