Classes and Events
Year-End Tax and Estate Planning Workshop
Whether you are an individual or a business owner, Congress may be making new tax laws that will affect you in some way. Get ahead of the changes and prepare for any uncertainties that may arise at this free online seminar.
An estate planning expert will discuss potential year-end strategies that can help minimize taxes and solidify overall financial planning even if you're not currently exposed to the federal gift and estate tax rate. He will also cover how wills, trusts and charitable planning can provide benefits to you and your family as you reflect on major life changes and plan for the future.
A free individual consultation can also be set up with the instructor for a later date.
If this class is full, please call 1-800-82-SHARP (1-800-827-4277), Monday through Friday, 7 am to 7 pm, and asked to be placed on our waitlist.