Tax and Estate Planning Under a New Presidential Administration

A change in presidential administrations often brings changes that can significantly impact tax and estate planning. As we approach the sunset or possible extension of the Tax Cuts and Jobs Act (TCJA), financial professionals must prepare for what may be a new era of tax policy. At a time when the population is aging, and interest rates remain uncertain, these potential tax changes could have far-reaching consequences for financial planning strategies.

Join us on Tuesday, November 12, 2024, from 12:00 to 1:00 pm eastern, for a webinar on the future of tax and estate planning under a new administration. This webinar is sponsored by the American Cancer Society and is free for both members and non-members.

Andrew Rinn will discuss how financial professionals and estate planners can navigate possible dramatic changes to the tax system and adapt to the challenges of an aging population. The webinar will cover the key issues affecting estate planning, including:

• The potential implications of the TCJA sunset or extension on tax planning strategies
• How to approach clients in light of changing economic considerations, such as fluctuating interest rates and shifting demographic trends
• The future of traditional estate planning techniques and how they might evolve
• Non-tax considerations that may become more relevant in the new legislative environment

This webinar is an excellent opportunity to gain a deeper understanding of the factors influencing estate planning and learn how to better serve clients in a rapidly changing landscape. Don't miss this chance to stay informed and prepared. Register today!