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Event Details
When:
October 17, 2024 11:30 AM - 1 PM PDT
Where:
Location Name
Sheppard Mullin
Overview
Body
The elevated gift and estate tax exclusion has given business owners an incredible window of opportunity for planning. But with a potential sunset after 2025, this window may soon be closing. In this session, Chris, Jenny, and Victor will discuss how the election, interest rates, and the market environment may impact income and estate tax planning moving forward. Join our Brown Bag discussion on this topic.
Jenny Hill Bratt
Partner
Sheppard Mullin
Christopher J. Clarkson, CFA
Sr. Vice President and National Director
Bernstein Wealth Strategies
Victor Shlionsky
Tax Partner
Lavine, Lofgren, Morris, & Engelberg, LLP
Event Secondary Body
Register Today!
- ACG Members: $30
- Non-Members & Guests: $45
Questions? Contact acgsandiego@acg.org.
Your registration for this event acts as an audio/video release and includes your permission for ACG San Diego to use your image and comments captured on audio, video or photographic formats while attending the event for marketing and promotional purposes. For further information please contact acgsandiego@acg.org.
Hosted by: ACG
Chapter
San Diego
