BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/New_York X-LIC-LOCATION:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:59206a27188f538011a60ccdf3fb9d5688 CATEGORIES:Events SUMMARY:Over-Rated? How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning SOLD OUT! DESCRIPTION:
For the past decade, historically low interest rate s—not valuation discounts or the huge gift and estate tax exclusion (curren tly $12.06 million)—have been the cornerstone of wealth transfer planning s trategies established by ultra-high-net-worth families. But with surging in terest rates and low growth expectations, that is likely to change. In this interactive session, Tom Pauloski, National Managing Director of Bernstein ’s Wealth Strategies Group, will discuss why these seismic economic changes may profoundly affect how tax professionals advise wealthy families. The n ext generation of wealth transfer plans may look more like those created in the 1990s than like recent plans, which have been driven largely by near-z ero capital costs.
This program is Sold Out. Registration is closed.