Tax Planning Strategies for 2022

Summary: Tax mitigation is a goal for many estate plans, but income taxes and estate taxes can act like opposite ends of a seesaw. Our estate planning experts will provide key tax strategies to help you:

  • Optimize between capital gains taxes and estate taxes
  • Decide if, when and how to gift assets to heirs
  • Maximize the tax benefits of charitable contributions

The panel will be moderated by Gerry Joyce, General Trust Counsel and National Head of Trusts & Estates

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