8:30 – 9 a.m. Registration and Breakfast
9 - 10 a.m. Program
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In conjunction with our upcoming
webinar series on sweeping tax reforms, we invite you to join members of the firm’s
private wealth services group for an in-person discussion of the tax changes affecting estates, trusts, owners of closely held businesses, and individuals. This program will focus on practical planning and maximizing the benefits of new tax provisions. If you are unable to make the in-person program, please note that we will hold a comparable program via webinar on Thursday, January 18.
Who Should Attend
In-house counsel, trust professionals, investment advisors, accountants, wealth managers, fiduciary officers, directors, executives and general counsel