November 02, 2023

Brave New Worlds: Estate Planning With and For the Next Generation

Pennsylvania Institute of CPAs’ Personal Financial Planning Conference


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Brian Balduzzi provided a presentation focused on estate planning for the next generation with the next generation as participants in that conversation. He examined the impact the sunset of tax cuts and the Jobs Act will have, provided timely estate planning strategies to consider, and evaluated ethical and best practices for intergenerational estate and tax planning.

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