Wealth Planning Scouting Report

Charlotte, NC
October 20, 2022
8:30 a.m.-12 p.m.
Charlotte City Club
Agenda

Seminar Materials

• Cryptocurrency: Federal and State Tax Considerations
• Inflation, Interest and Uncertainty, Oh My: Planning Opportunities or Pitfalls?
• Fiduciary Litigation Update

Richmond, VA
October 27, 2022
8:30 a.m.-1 p.m.
McGuireWoods
Agenda

Seminar Materials

• 2022 Federal and Virginia Updates to Trust and Estate Law
• When Court is in Session: A Discussion of Fiduciary Lawsuits and Other Hot Topics
• Cryptocurrency: Federal and State Tax Considerations

Washington, D.C.
November 10, 2022
10 a.m.-1 p.m.
Virtual
Agenda

Seminar Materials

• International Estate Planning
• A Post-Election Update on Washington
• Corporate Transparency Act

McGuireWoods’ private wealth services team invites you to participate in our annual fall seminars. We anticipate having in-person attendance for our Charlotte and Richmond programs and virtual participation for our Washington, D.C., seminar.

We welcome everyone who attended last year’s virtual seminar series to join us for any or all of these informative sessions and look forward to reconnecting in person. Speakers will present on important issues facing the industry. We encourage participants to ask questions and provide feedback to panelists throughout the programs.

As the date draws closer and conditions become more apparent, we will update registrants with any pertinent details regarding our in-person sessions. Please note that we will adhere to each state’s current public health guidelines for gatherings.

CLE, CTFA and CFP credit applications will be made.

For more information contact Laura Pickert.