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January Monthly Program: "Top Planning Ideas Today (COVID-19, Congress, Charity)"

  • 17 Jan 2023
  • 11:15 AM - 1:30 PM
  • In Person Luncheon with the Ability to Join Online: Valley of the Sun United Way - 3200 E Camelback Rd Ste 375 Phoenix AZ 85018

Registration


"Top Planning Ideas for Today 

(COVID-19, Congress, Charity)"


 

  Paul S. Lee, J.D., LL.M.

  Chief Tax Strategist

  Northern Trust Company




With the possibility of significant tax code changes on the horizon, this presentation will discuss the straightforward and innovative planning ideas today that best take advantage of both the “expiring” and “permanent” provisions of the tax law, with an eye toward anticipated changes to (and the significant role charity can play in) the future planning landscape.

Program pending review  for one (1) PT    CE credit


Huge THANK YOU to this Program's Partner!




Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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