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Wealth Transition Update
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Join us for Wealth Transition Update
If you are Eide Bailly staff, please register in the Learning Center.

Event Overview

We are in an ever-changing environment, and the gift and estate tax exemptions that are set to sunset on January 1, 2026, may cause a need for additional estate, gift, and income tax planning. It's important to stay on top of legislative changes and modify your estate plan to take advantage of wealth-enhancing opportunities. Our wealth transition update will highlight important strategies and considerations to help you achieve your objectives for you, your charities, your business, and your family.

Date and Time
Thursday, November 7 | 11 a.m. - 12 p.m. CT
Location
Online (Webinar)
Cost
Free
Contact
webinars@eidebailly.com
Learning Objectives
  • Discuss election results and the current legislative outlook, including the potential impacts of what may be on the horizon.
  • Demonstrate how portability, higher income taxes, and potential reduction of increased tax exemptions impact planning for succession of your wealth.
  • Assess any recent changes and explore ways to adjust your planning as needed.
Presenter(s)
  • Devin Hecht
    Devin Hecht, J.D., LL.M.
    Principal, Wealth Transition Services Practice Leader
    Devin assists our clients in thoughtfully approaching their estate and succession planning. Prior to joining Eide Bailly, Devin worked as a tax attorney and partner in the Tax, Trusts and Estates practice group of a regional law firm. At Eide Bailly, he assists clients in the area of estate planning and advisory services in estate and gift tax, generation-skipping transfer tax, income tax and other tax matters.
    406.867.4165
  • CPE Credits
    1
  • Field Of Study
    Taxes
  • Level Of Knowledge
    Basic
  • Delivery Method
    Group-Internet Based
CPE Sponsors
Eide Bailly LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Additional Information
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. CPE credit will not be available for watching the recording or on-demand webinar. For information regarding a complaint and/or program cancellation policies, please contact Mye Collins.
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