This content was published prior to the merger of equals between BKD and DHG on June 1, 2022. See all FORsights for the most up-to-date articles, webinars, and videos.
Wealth Transfer Strategies for Families
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
CPE Information
Resources
FORVIS Private Client services may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by FORVIS, LLP. The information in this presentation should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies, mentioned in this presentation may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax, or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.
