8:30 a.m. Registration and breakfast
9 a.m.-1 p.m. Program and lunch
Our agenda is now live. We look forward to seeing you this October and anticipate another exciting program.
Please mark your calendars and plan to attend McGuireWoods’ annual fall seminar in Richmond hosted by the private wealth services team. With a particular emphasis on the state of Virginia, presenters will discuss current tax rates and exemptions, examine recent significant legislative developments, and provide relevant updates on important issues facing fiduciaries and advisers. Attendees will have the opportunity to network with colleagues and friends throughout the program and over lunch afterward.
We encourage participants to ask questions and provide feedback to panelists throughout the seminar.
Seminar Materials
- Annual Wealth Planning Update for Fiduciaries and Advisers
- The New Corporate Transparency Act: What You Need to Know Before January 1, 2024
- Outright Gift Versus Charitable Vehicle: Donor Advised Funds, Private Foundation, Public Charity – The Pros and Cons
CLE, CTFA and CFP credit applications will be made.
For more information, please contact Laura Pickert at [email protected].
Our programs are intended for the benefit of our clients and contacts and we reserve the right to refuse any registration at our sole discretion.