
Tax and Estate Law Changes on the Horizon
Wednesday, February 26th at 11:30 AM
Fleming’s Prime Steakhouse & Wine Bar
8985 Tamiami Trail N, Naples, FL 34108
Join us for an expert panel discussion focused on the implications of anticipated tax and estate law changes by the new administration. Conrad Siegel’s Tracy Burke will be joined by estate planning attorney Robert Eardley and accountant Marie Grasmeier. Together, we’ll discuss legislative uncertainties and strategies for navigating this evolving landscape.
Join us to explore topics like:
- Strategic Planning Opportunities: We’ll explore strategies from gifting to trust structures and everything in between.
- Anticipated Tax Law Changes: How potential changes may impact you and action items investors may want to start considering.
- Estate Planning Strategies: Guidance on how to minimize estate taxes and preserve wealth.