Wealth Transfer_Webcast_2020_Header

Wealth Transfer: Safeguarding Your Assets in a Shifting Estate and Income Tax Landscape

How will the 2020 Election results affect your estate and wealth transfer planning?  Sweeping changes originating from the White House or Senate could dramatically alter the existing income and transfer tax landscape. With likely legislative changes on the horizon, and the opportunity to transfer wealth at depressed values and low interest rates, now is the time to reevaluate your planning strategy for those with substantial assets. If you are a high net worth business owner or investor, this webcast is for you.

There are strategies you can employ right now to help you prepare for the transition that is coming. Join us on Tuesday, November 17 from 1-2 PM Central for this free live webcast where BizTimes Media’s BT360 Content Solutions will convene a panel of experts to share strategies you can implement now. 

In this webcast, we will cover:

  • Taking advantage of the current lifetime federal gift and estate tax exemptions
  • Minimizing gift and estate taxes
  • Preserving wealth for future generations
  • Planning for upcoming legislative uncertainty
  • and more

Wealth Transfer Presenters

Presented by BT360 Content Solutions, a service of BizTimes Media

Additonal Resources provided by our sponsors

Reinhart Boerner Van Deuren s.c. is a full-service, business-oriented law firm with more than 200 lawyers serving clients throughout the United States and internationally with a combination of legal advice, industry understanding and superior client service. For regularly updated insights on COVID-19-related topics and legal challenges that may impact the operations of your business, please visit our Coronavirus Resource Center.

Annex Wealth Management offers comprehensive wealth management and planning that considers thousands of possible outcomes – even “black swan” events like we’ve seen in 2020. There’s no better time to stop and consider where you are and where you think you’re headed. The Annex team can help.

Webcast Details

Tuesday, November 17, 2020
1:00-2:00 PM

On Demand Webcast

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