Buckled Up Yet for the 2025 Ride? Planning Opportunities for the TCJA

Buckled Up Yet for the 2025 Ride? Planning Opportunities for the TCJA

Angela Iaria and Jennifer Kuzminski
Aronberg Goldgehn

1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 

The presentation will review the history of Federal Estate and Gift Tax Exemption, explore different planning strategies and opportunities, and provide you with tools to assess your clients’ circumstances for decision making as to whether the client is a good fit for a particular recommendation.  We will discuss how to implement these planning strategies with your team, including their wealth management advisor, accountant, and valuation experts, well in advance of the impending sunset.

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.