This session will provide and explain tax and financial strategies for major life events. The goal of the presentation is to give the attendees the tools to address the steps that must be taken during life events that will minimize taxes and create a financial plan to address the various issues that arise. The advice will be practical and be presented with a checklist approach.
1. To recognize tax and financial issues that arise during major life events. To develop strategies
2. To minimize estate, income and gift taxes; and
3. To take advantage of financial planning opportunities.