Tax Planning Tools and Techniques
Date: Tuesday, January 21, 2025
Time: 9:00am - 10:00am
Location: Virtual
Speaker: Timothy Muck & Kristin Coffey
Please join us for the next EPC program. A zoom link will be sent to guests prior to the program
Tax planning is recurring process as your clients’ needs, goals and level of wealth change. With the Tax Cuts and Jobs Act set to sunset at the end of 2025, there are even more potential changes on the horizon. In the hour allotted, we will discuss estate and gift planning tools and techniques suitable for your clients depending on their goals and level of wealth, including the use of discounts to maximize the lifetime gift tax exclusion.
