Webinar Recording | Estate Planning & Tax Law Changes for High Net Worth Families

REGISTER BELOW FOR ACCESS TO THIS RECORDING

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 their wealth planning. Join the PBMares team along with William A. Conway, Attorney, of Legacy Counsel Law, for this important presentation.

Our Presenters:
PBMares, LLP:
Sean R. O’Connell, CPA/PFS, CGMA – Partner
Violet Price, CPA (U.S. and Canada) – Director
and
PBMares Wealth Management:
Daniel H. Yoo, CFP®, CEPA®, CM&AA® – Senior Wealth Advisor

Webinar | Estate Planning & Tax Law Changes for High Net Worth Families
Thursday, December 5, 2024

For a copy of the recording and presentation slides, please fill out the form below.

You may also be interested in our recent blog articles.

ABOUT THE AUTHOR(S):

Sean R. O’Connell, CPA/PFS, CGMA
Partner
Sean O’Connell works with numerous professional service firms and government contractors, specializing in corporate and individual income tax planning, as well as personal financial planning and wealth building.

Daniel H. Yoo, CFP®, CEPA®, CM&AA®
Senior Wealth Advisor
As a Wealth Advisor and Certified Financial Planner™, Daniel Yoo builds relationships with entrepreneurs, executives and their families to achieve financial harmony with their personal and business goals. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.

The content of this post is accurate as of the date below. Always ensure you are reviewing the most recent information available. Contact your tax advisor if you need clarification.

Webinar Recording | Estate Planning & Tax Law Changes for High Net Worth Families

REGISTER BELOW FOR ACCESS TO THIS RECORDING

For a copy of the recording and presentation slides, please fill out the form below.

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