Leaning Into Social Distancing: A Perfect Storm for Wealth Transfer

Description

The annual Charitable Tax Seminar is now a webinar series!

Join us for our next session on October 20: “Leaning Into Social Distancing: A Perfect Storm for Wealth Transfer.”

The estate tax exclusion amount is huge. Interest rates are at or near all-time at lows. An election is upon us that could bring significant tax law changes. Which wealth transfer strategies are likely to produce the best results in the current environment? Please join Thomas J. Pauloski, JD, Bernstein’s national managing director of Wealth Strategies, who will lead a discussion of these issues using the case study format and quantitative modeling to explore these issues.

Continuing education credits will be available.

No cost to attend

Register Here:
https://jewishcleveland.zoom.us/webinar/register/WN_Dbc4eja5Qo-i18VgPAynqQ

Save these dates for the webinar series:

• December 16: “Markets, Pandemics and Unknown Unkowns” with Scott Ladner, Horizon Investments, Charlotte, NC
• January 2021: “Life Settlements” with Robert S. Harting, Oswald Companies
• February 2021: “Charitable Gifting in the Sale of a Business” with Donald Laubacher, Sequoia Financial Group