Discuss recent and proposed legislation that will impact your estate planning strategies. Learn how to handle expired or scheduled-to-expire tax provisions, dive into the SECURE 2.0 Act, and more. Plus, learn about key Inflation Reduction Act provisions and the fiscal priorities that will likely factor into the 2024 presidential election.
Speaker:
Daniel Rahill, CPA/PFS, JD, LLM, CGMA, Wealth Strategist | Wintrust Wealth Management