Wiggin and Dana - Private Client Services’ Post

Wiggin and Dana - Private Client Services reposted this

On November 21st, Partner Michael Clear will be presenting at the XPX New York Breakfast, Post-Election Year-End Planning Panel: Essential Insights for 2025. The topics will include: •Tax-efficient wealth strategies amidst potential changes to the TCJA •Best practices for intergenerational wealth transfers and succession planning •Financial structuring and business variation insights for optimizing exit outcomes •Anticipated trends and regulatory shifts for 2025, following the recent election For more information, click here: https://lnkd.in/eXMU8Yre

  • No alternative text description for this image

To view or add a comment, sign in

Explore topics