Loading Events

Webinar

Election and Estates: What You Need to Know for Effective Succession Planning

Date/Time

December 3, 2024

1:00 – 2:00 PM EDT

Location

Webinar

With the election behind us, understanding the shifting political landscape is more important than ever for your estate planning and tax strategies. The outcomes may bring significant changes that could impact how you manage your assets and plan for the future. Now is the time to stay informed and adapt your approach accordingly.

Don’t miss this opportunity to set your business up for success by joining GBQ’s Tax Senior Manager Rob Roll, Gryphon Financial Partners’ CEO and Founder Joel Guth and Dinsmore’s Partner Chris Hammond industry experts as they discuss key insights into the vital components of creating a successful succession and estate plan, including:

  • Recent estate tax law updates and their post-election implications
  • Strategies for a seamless, tax-efficient business ownership transfer
  • The roles of trusts and wills in effective estate planning

This webinar qualifies for 1.0 hour of CPE based on Ohio CPE requirements.

Speaker

Rob Roll Senior Manager, Tax & Business Advisory Services