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Current Developments in Estate and Tax Planning 2023

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When: December 14, 2023 @ 12:00 pm 1:30 pm

Faculty: ACTEC Fellows Farhad Aghdami, Nicole Pearl, Melissa Willms

As the year comes to a close, you want to provide your estate planning clients with the best possible advice going into 2024. So, are you up to date on the most significant developments to have come out of 2023? Set aside just 90 minutes to gain valuable insights on emerging trends in estate and tax planning, and learn how the newest cases, IRS guidance, and proposed regulations will impact your practice and your clients’ estate plans.

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