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This webinar proactively addresses the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth clients and their wealth planning. Join the PBMares team along with William A. Conway, Attorney, of Legacy Counsel Law, for this important presentation.
Our Presenters:
PBMares, LLP:
Violet Price, CPA (U.S. and Canada) – Director
and
PBMares Wealth Management:
Daniel H. Yoo, CFP®, CEPA®, CM&AA® – Senior Wealth Advisor
Webinar | Estate Planning & Tax Law Changes for High Net Worth Families
Thursday, December 5, 2024
For a copy of the recording and presentation slides, please fill out the form below.
Be sure to consult with your financial advisor on this topic as individual situations may vary. The information contained in this webinar and any related materials are not intended to constitute legal, financial, or other professional services advice. The content is provided on an “as is” basis and PBMares makes no representations or warranties about the accuracy or sustainability of any information for your purposes. For any specific questions you may have, please reach out to the presenters or contact us.
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