Year-End Tax Planning for Private Client Services
November 19 @ 1:00 pm – 2:00 pm EST
Free
1 CPE credit
Join us for this webcast in BDO’s 2024 Private Client Services Webcast Series.
The end of a tax year is a critical time for wealthy families and their advisors, particularly when it aligns with a presidential election. As 2024 draws to a close, it is essential for wealthy individuals, trustees, and their trusted advisors to make informed and strategic tax decisions, taking into account potential changes that a new administration may introduce, which could have a significant impact on those with substantial wealth.
