This morning ParkBridge hosted our third wealth planning symposium of the season to a national audience of accountants, attorneys, wealth advisors, and high-net-worth families.
The talk was on “The IRS Issues Final Regulations on Gifts and Bequests from Covered Expatriates” featuring guest speaker John S. Kiely from the law firm McDermott Will & Emery LLP based in New York City.
#JonathanOnMoney