Thoughtware

Webinar 12/13/2018

Wealth Transfer Strategies for Families

Presenters/Authors
Jack Thurman
Holly Pantzer
Susan Jones
Date
12/13/2018 - 2:00 p.m.
Central time
Topics
Family Office
Wealth Advisors
Wealth Management
Family taking a hike

What wealth transfer strategies should you be considering after tax reform? Join BKD Family Office thought leaders Holly Pantzer and Susan Jones for a 60-minute discussion on wealth transfer planning under the Tax Cuts and Jobs Act. Holly and Susan will break down common wealth transfer strategies and cover key considerations following the recent tax law changes.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Describe key wealth transfer strategies
  • Discuss how tax reform may affect your wealth transfer planning
  • Identify possible planning opportunities

I​f you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at training@bkd.com or 800.472.2745.​ Click here to read the CPE FAQs.

CPE NASBA LogoBKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.