Estate and Charitable Gift Planning in a Challenging Environment
Presented by Martin Finn, JD, CPA, LL.M.
A worldwide health crisis and the resulting economic turmoil have caused individuals to take a new look at their estates and financial planning, including the charitable aspects of that planning. You can view this previously recorded webinar for free. It reviews the essential estate-planning strategies that every individual needs to consider in these trying times.
Specific focus placed on recent legislation, including the Tax Cuts and Jobs Act, the SECURE Act, the CARES Act, and their impact on the choice of proper planning strategies.
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