Broker Check

Watch recent webinar on "Securing the $13 Million Estate, Gift and GST Tax Exemption before Sunset"

January 16, 2024

This morning, ParkBridge Wealth Management was fortunate to host another fantastic webinar to a national audience of CPAs, attorneys, wealth advisors, and high-net worth families.

The program is entitled “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset” and it featured Jay Scharf, Esq., LLM, and John Kiely, Esq. LLM both of McDermott Will & Emery LLP.

You can watch the recording here: https://youtu.be/jKBbdUsorf4

#JonathanOnMoney#ParkBridgeWealth#Investing#JonathanShenkman#EstatePlanning

Details:

o Topic: “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset”

o Date: Tuesday, January 16th 2024 @ 8:30am (30 minute program)

o Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

o Speakers: Jay J. Scharf, Esq., LL.M, Partner, McDermott Will & Emery LLP and John S. Kiely, Esq. LLM, Counsel, McDermott Will & Emery LLP

o Webinar Description: The presenters will provide an overview of the federal estate, gift and generation-skipping transfer tax system and timely strategies to maximize the use of the exemptions. We will also discuss the current federal transfer tax landscape and legislative proposals. We will cover important planning opportunities and reporting requirements that advisors to high-net-worth individuals and families must take into account. This webinar will be geared towards accountants, attorneys, financial advisors and high-net-worth individuals.