Watch Now: Tax Planning Opportunities

September 8, 2022
Interested in learning about tax planning opportunities that might benefit your clients during a market downturn? Watch this timely webinar hosted by Brian Leitner, Managing Director, Wealth Solutions, and featuring Jodi Robinson, Managing Director, Tax Planning& Preparation, and Steve Moyer, Director, Wealth Strategist, Practice Management. Among the topics they share their perspectives on tax rates and federal lifetime estate tax exemptions due to expire on 12/31/2025, deductions related to charitable contribution bunching for taxpayers who itemize, and proposed regulatory changes to anti-clawback rules and how they could impact ultra-high-net-worth estate plans.

These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.

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