Explore Potential Tax Changes Under the New Administration

Tax Planning Strategies for Individuals

Presented on December 5, 2024

Michelle VanDellen, Principal, Private Clients Practice
Charity Falls, JD, LLM, CFP®, Managing Director, Private Clients
Dominic Cellitti, CFP®, Senior Manager, Private Clients Practice

In the first session of our Year-End Tax Planning Webcast Series, we’ll delve into personal tax planning and wealth management considerations.

With the looming sunset of the increased lifetime estate tax exemption and potential changes under the new administration, this is the perfect opportunity to learn effective strategies for tax year 2024 and beyond.

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