Tax Planning Webinar Series | Part Three: Estate Planning Strategies
Tuesday, August 13, 2024 8:30 am - 9:30 am
Most people don’t tend to think of taxes during the summer months, but this is actually a great time to review your tax strategies for yourself and your business. Tax planning is a year-round activity and most tax reduction strategies need to be implemented by December 31 – and some even earlier. So the sooner you begin planning, the better.
Join us for this three-part webinar series that will provide an overview of the current tax landscape as well as essential tips to help you get a jump start on your tax planning.
Agenda items include:
- An overview of basic trust types, including their uses and benefits as part of prudent estate planning
- A closer look at the popular grantor trusts – what they are and how they work
- Other considerations in connection with estate planning
Presenter:
- Rich Nelson, Director, Tax Strategies