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Critical Estate Tax Law Planning Conversations for Your Most Important Clients
$60, or complimentary with Elite benefits
Steve Siegel shares key tax strategies, techniques, and tactics that every high-net-worth client expects their advisor to know.
Credit Information
1.5
Description
Always a top-rated Certified Private Wealth Advisor® (CPWA) Certification program presenter, Steve Siegel shares key tax strategies, techniques, and tactics that every high-net-worth client expects their advisor to know.
- Help clients take advantage of the portability of their transfer tax exclusion.
- Learn tips to address the political risk of current generous limits being reduced sooner than the planned 2026 sunset.
- Planning ideas for gifting to preserve maximum exclusions for married couples, even if the law changes.
- Start tax-basis planning now to reduce capital gains to prepare for the potential provision updates.
- Bonus: Advisor-friendly business succession planning methods for tax-efficient sales.
Speaker:
Steve Siegel, JD, LL.M
President, The Siegel Group
Premier Continuing Education (CE):
- 1.5 hours of tax & regulations CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased