LUNCH Meeting

Topic: Tax Sunset in 2025

Join us for an panel discussion on estate planning strategies in anticipation of the 2025 sunset of the Tax Cuts and Jobs Act (TCJA).

As the current estate and gift tax exemptions are set to reduce, wealthy families face new challenges in preserving and transferring generational wealth.

Our expert panelists, Toria Bartlett and Leslie Williams, will dive into actionable insights, exploring advanced planning techniques tailored for high-net-worth individuals, with two case studies that illustrate real-world applications.

Don’t miss this opportunity to learn how to navigate a shifting tax landscape effectively.

December 13, 2024 at 11:30-1:00PM

The  meeting will be held at the St. Petersburg Yacht Club located at 11 Central Avenue, St. Petersburg FL 33701.

Advance reservations are required. Free for current members. $35.00 for non-members.

Thank you to our lunch sponsor!