This advanced-level program will provide an in-depth review of income tax-efficientstrategies for individuals, business owners, and families facing major liquidity events ordiversification transactions. The presenters will discuss techniques such as structuredinstallment sales, charitable and non-charitable trust planning, qualified opportunityfunds, and corporate or partnership reorganizations designed to minimize or deferfederal and state income tax exposure. Attendees […]

Please note the new time! Financial choices are not driven by numbers alone. They are also shaped by humanbehavior, emotions and biases. This webinar explores the psychology behind financialdecision-making and […]

Please note the new time. Lisa R. Featherngill, Senior Vice President and National Director of Wealth Planning atComerica Wealth Management, will share insights and strategies for tax planningconversations with clients […]

This presentation will update attendees on 2026 legislative and regulatorydevelopments, rulings and cases in estate planning and gifts, generation-skippingtransfers and fiduciary income tax. We’ll also discuss how the changes can […]