Webinar Replay – Taxes & Estate Planning Plus Strategies to Save Money

Nov 4, 2022
Categories
Estate Planning

Webinar Replay - Taxes & Estate Planning Plus Strategies to Save Money

Event date: Tuesday, November 1, 2022

Industry leaders, Shauna A. Wekherlien, President and CEO of Tax Goddess Business Services, and Greg Reese, President and CEO of AmeriEstate Legal Plan take time for a comprehensive conversation about taxes and estate plans. In this webinar, they covered everything you wanted to know about gift taxes, if changes in the estate tax affect current estate plans, and strategies to protect precious assets and save money on taxes.

The webinar covered:
- 2022 gift limitations and tax exception.
- Strategies to save money on taxes.
- How can changes in the estate tax affect my current estate plan?
- Is an inheritance a taxable event?
- And much moreā€¦


Categories
Estate Planning