If you joined us last Wednesday, October 27 for the Tax and Estate Law webinar, thank you so much! And also our thanks to special guests Rick Pullum, President, One Florida Bank, and Mitri Homsi, CPA and Partner at Vestal Wiler. We were able to cover a lot of information about how pending tax and estate law changes will impact you, along with some recommendations for what you can be doing now to prepare for these changes. Every person’s financial needs and objectives are unique. We’d love to speak with you about your specific situation and the effects the proposed
In this recorded tax webinar, David Witter, Carol Felsing, and Andrew Thompson share insights on pending & proposed changes to multiple tax & estate laws as well as how to prepare.
Strategic charitable giving starts with understanding exactly what options you have when it comes to contributing to causes & organizations in a tax-advantaged way. Find out why direct cash donations aren’t the smartest way you can give.
Important Insights You May Have Missed: New Changes in Place and On The Way
a Previously Recorded Webinar
Earlier this year, we invited Dan Harris, attorney and partner at Shuffield Lowman, for a Virtual Coffee Talk. During the discussion, we looked at what you can be doing in the face of recent, and upcoming, legal, economic, and social changes. Now, months later, the insights we discussed remain timely and helpful, especially given the uncertainties of projected impending changes to federal income tax code. In this live Zoom event recording, we assess case studies to help build relevance to your situation. The case studies are designed to address how the Coronavirus Aid, Relief, and Economic Security Act, (CARES ACT), Setting Every Community
How do I protect my assets? Protection begins before before lawyers ever enter the picture.