Post-Election Year-End Planning With Private Client
November 21, 2024Join Forvis Mazars Private Client for an informative webinar after the 2024 election to touch base on the estate and gift tax exemption sunset, investment updates, economic outlook, and year-end tax/financial planning reminders.
Services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP.
Learning Objectives
Upon completion of this program, participants will be able to:
- Explain the estate and gift tax exemption as it is today and potential updates after the 2024 presidential election.
- Describe the impact on business exit and succession planning for business owners taking advantage of the high exemption.
- Discuss the current state of the economy.
- Recognize what is needed to plan for income tax season and year-end financial planning.
CPE Information
1.00 CPE Credit (pending approval)
One CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.
Who's This For
High-net-worth individuals, family offices, CFOs, CEOs, and business owners.
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.
Refund Policy
There is no fee associated with this event.
Program Level
Overview
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Presenters
Holly Pantzer, Sheila Christie, John Davis, Rachel Efthemes, Matt Wahl