Corporate Valuation, Financial Services

October 29, 2020

What RIAs Need to Know About Current Estate Planning Opportunities

Estate and tax planning matters are an important component of the overall financial plan for many RIA clients.  The current tax policy and market environment create unique estate planning opportunities that may not last if economic conditions normalize or if Biden wins in November.  This webinar addresses the available opportunities that RIA principals and advisors should be aware of in the current environment. Original air date: October 28, 2020
Author
Brooks K. Hamner
Senior Vice President
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