Please Join Us!
2025 Estate Planning Teleconference Series
March 18, 2025 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
3rd Floor
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: Mathematics and Economics of Estate Planning
With the almost certainly impending sunset of many of the provisions enacted as part of the 2017 Tax Act, high net worth individuals and families should be considering sale, gift or loan transactions currently or in the immediate future. To distinguish ourselves and make clients comfortable with our recommendations, we need to have a thorough understanding of how to calculate the potential benefits of any proposed transaction and convincingly explain our recommendations to clients.
- Taking advantage of the historically high (for now) basic exclusion amount, including the benefits of portability
- The importance of life expectancy in determining the appropriate transaction
- Analysis of the benefit of a grantor’s paying the income tax incurred by a grantor trust
- Taking into consideration
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE