REI NWA Main Meeting: Estate Planning Before Tax Day!
Details
Just in time for Tax Day, we're bringing you a real estate attorney and CPA. Change is inevitable and our Pros will discuss how to ensure your plan continues to maximize legal options, protect your assets, and fulfill your wishes.
With Tax Day about a month away, hear about tax and legal changes and explore the impact of changes in your personal circumstances. Our Panel will answer your questions and provide timely tips for your critical year-end review. They'll discuss:
- Impact of trusts on your taxes
- The who and why of succession planning
- True role of Trusts
- Utilizing estate planning to avoid capital gains
- Integrating LLCs into your estate plan
Greg Seay is a CPA, Certified Management Accountant, Tax Coach and founder of Cornerstone CPA. His practice focuses on proactive strategies for real estate investors. Greg works to minimize tax liabilities while maximizing long-term wealth.
Laura Sossamon is the founder of Legacy Law Firm. A confirmed problem solver, Laura is passionate about adding value to transactions related to real estate and families building wealth to leave to future generations.