Tax Readiness — Year-end tax and wealth planning

Name: Tax Readiness — Year-end tax and wealth planning
Start: 2026-11-16T13:00:00
End: 2026-11-16T14:30:00

Starts: November 16, 2026 at 1:00 PM
Ends: November 16, 2026 at 2:30 PM
Format: Online
Location: VIRTUAL

About This Event

Year-end is approaching fast, and state tax developments, IRS activity, and planning timelines are creating new considerations for individuals, families, and privately held businesses. This webcast gives wealth owners, private company owners and executives, and their advisors a focused look at year-end tax and wealth planning opportunities, and what to discuss with your advisors as you prepare for 2027. CPE-eligible for 1.5 Tax credits.