Important Information for High Net Worth Individuals and Families
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 how it can affect their wealth planning. Join presenters, Sean R. O’Connell and Violet Price of PBMares, along with Daniel H. Yoo, Senior Wealth Advisor of PBMares Wealth Management, and William A. Conway, Attorney, of Legacy Counsel Law, for this important discussion and presentation.
Be sure to consult with your financial advisor on this topic as individual situations may vary.
About the Author:
Daniel H. Yoo, CFP®, CEPA®, CM&AA®
Senior Wealth Advisor
As a Senior Wealth Advisor and Certified Financial Planner™, Daniel Yoo simplifies the financial lives of entrepreneurs, executives, and their families. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.
