At The Bonadio Group, we are concerned about everyone whose health and finances are affected by COVID-19 and are trying to help in every way we can. The current economic times, temporary high federal gift/estate exclusion, and still favorable rules on available estate planning techniques create some opportunities despite the difficult climate. In this webinar, Tony Duffy and Cindi Turoski, CPA, provide guidance on some timely strategies for those with large estates.
Please note: This is a previously recorded training and does NOT qualify for CPE credit.
The information and advice we are providing for this matter relates to COVID-19 legislative relief measures. Because legislative efforts are still ongoing, we expect that there may be additional guidance and clarification from regulators that could modify some of the advice and information provided to you, after the conclusion of our engagement. We, therefore, make no warranties, expressed or implied, on the services provided hereunder.