Readiness Assessment Part 2: Opportunities and Challenges of the New Tax Law

Please join the professionals of McNees Wallace & Nurick LLC and Boyer & Ritter LLC for a discussion of the opportunities and challenges presented by the new tax law for estate planning and business succession planning. Demographics, leadership challenges, tax planning, and outdated plans all impact this planning. Each participant will learn the five things every plan should address, including key legal documents, tax planning, and how to prepare your heirs. Please join our firms to understand how the new tax law impacts your planning.