Public Policy & Regulation Partner Jim Davis will speak at WEDU's Tax, Estate & Financial Planning Continuing Education Seminar. He will discuss "Process, Politics & Policy in Congress: Their Impact on Estate Planning."
As the year-end approaches, the window of opportunity narrows for effective planning – and flexibility becomes imperative. How will the future of estate planning be affected by the presidential election, possible tax regulation changes, and volatile economy? Learn best practices to address these issues and better assist your clients and non-profit agencies.
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