Dylan Metzner will moderate a diverse panel of experts to discuss estate planning strategies including charitable giving and insurance trusts. It is a great idea for business owners to keep an eye on income & estate tax strategies and to recalibrate when necessary. As we approach the November elections and the end of the year, business owners should be revisiting their plans to take advantage of current income and estate tax laws and to be prepared for what may be ahead in November – potential corporate and individual tax rate changes, there are a number of tax planning strategies to consider as part of a business owners short-term and longer-term wealth planning.
- Gain Estate planning ideas that are advantageous with the current historic low AFRs
- Utilize Philanthropic Planning techniques, split interest trusts
- Learn about Insurance Trusts
Meet the Presenters:
Learn from industry expert Bruce DeBoskey, The DeBoskey Group, Shelley Thompson, Burns, Figa & Will, P.C., and Tim West, CBIZ & MHM. Moderated by Dylan Metzner, Jones & Keller.Meet the Presenters