Course Description:
Our holistic planning approach to managing your wealth provides you with a better chance to achieve your personal, charitable and financial objectives than other approaches. It is more likely to be successful than by just focusing on taxes or economics. Our wealth transition update will highlight important strategies and considerations to help you achieve your objectives for you, your charities, your business and your family. We are currently in an ever-changing environment and the gift and estate tax exemptions are set to end on January 1, 2026 which may cause a need for additional estate, gift and income tax planning. It's important to stay on top of legislative changes and modify your plan to take advantage of wealth enhancing opportunities. Join us for a wealth transition update to learn about strategies that may benefit you and your family as you plan for the future.

Learning Objectives:

• Discuss the current legislative outlook including the potential impacts of what may be on the horizon.
• Demonstrate how portability, higher income taxes and higher transfer tax exemptions impact planning for the succession of your wealth.
• Assess any recent changes and explore ways to adjust your planning as needed.