Year-End Wealth & Tax Planning: Strategies for 2026 and Beyond

Year-End Wealth & Tax Planning: Strategies for 2026 and Beyond

Join us in person for an educational session that will examine current federal and state tax developments, planning opportunities heading into 2027, retirement income considerations, charitable giving strategies, and estate planning approaches. Attendees will gain perspectives from tax, legal, and financial planning disciplines and learn about strategies that may help manage tax obligations, support charitable objectives, and protect and transfer wealth across generations.

Attendees will learn about:

• Federal and state tax developments affecting year-end planning
• Tax considerations for 2027
• Retirement income and distribution planning strategies
• Tax-efficient investment and withdrawal approaches
• Charitable giving techniques and tax-smart philanthropy
• Estate, gift, and trust planning strategies
• Wealth transfer planning for families and future generations
• Asset protection and legacy planning considerations