Litman Gregory Senior Advisors Chris Wheaton, CPA, CFP® and Gretchen Hollstein, CFP® host this client webinar to cover some timely tax and estate planning considerations, and also share ideas for optimizing charitable gifts as we enter the year-end season. Together they address a range of topics often discussed with clients, including opportunities brought about by the SECURE and CARE Acts, as well as post-election expectations.
The webinar slides can be viewed here.
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