This session will review the prospects for new tax legislation that could affect wealth planning in the aftermath of the 2024 elections.

Discussion Highlights

• Review tax-related legislative initiatives that align with the winning party’s agenda and their implications.
• Assess the tax policy proposals put forth by the newly elected president and their potential impact.
• Examine the makeup of the new Congress and the likelihood that it would pass major tax legislation.
• The higher estate tax exclusion and other provisions of the 2017 Tax Cuts and Jobs Act expire at the end of 2025 — explore the potential effects for wealth planning.

Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy, Partner, McGuireWoods LLP

Continuing Education Credits:

Live and Recording—CTFA 2.00, CISP 2.00, CRSP 2.00 credits
CLE Credits Pending

To register, please email amelia.dow@portlandtrust.com