Webinar
Year End Tax and Estate Planning
with panelists
Brandy Harrington, Louis Sands and Eric Wilen
Program approved for 1.0 hour:
MCLE CLE. | CFP CPE | CPA participation
Thank you to our sponsor
Year-end tax planning strategies are the focus of this panel presentation and Q&A.
Panelists will share insights and ideas for clients from the tax, estate, investment and financial planning perspective. This will also include a timely look at the potential implications for taxes depending on election results.
If you wish to submit a question ahead of time, please email dpcepc@navandassoc.com.
Panelists
Brandy Harrington is a Certified Financial Planner® and has been in the business for over 20 years. Her passion is helping people, both personally and professionally. She works with clients to be good steward of money and get their financial house in perfect order. She is active in her community and serves on various boards and committees.
Louis Sands Louis Sands, JD, CPA, is a partner of tax services with more than 20 years of experience serving as a trusted advisor. Louis excels in managing comprehensive personal and business tax planning needs for a variety of clients, such as professional services, law firms, high net worth individuals and family groups as well as family offices. His specialized knowledge of trusts, pass through entities and private foundations aids in preparing clients, their families and their businesses for the future.
Eric Wilen is an of counsel attorney with the Naperville Law Firm of Brooks, Tarulis & Tibble. Eric’s practice is focused on representing business owners and high net worth families in the areas of estate planning, business succession planning, wealth transfer planning and the administration of trusts and estates.
