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Year-End Estate Planning and Charitable Tips for 2021 and Beyond
October 5, 2021 @ 11:30 am – 12:30 pm
Lunch & Learn Recording
Please join Harrison Miller, CAP, Vice President and Charitable Planning Consultant at Fidelity Charitable, and Neeli Shah, JD, LLM, Estate, Business Succession, and Charitable Planning Attorney, for a timely discussion on Estate and Charitable Planning Strategies with an eye toward the proposed tax law changes from the Biden Administration.
29 people are attending Year-End Estate Planning and Charitable Tips for 2021 and Beyond