Case Study: Planning for Changes on the Horizon

Original Air Date: September 28, 2024 

Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress. 

Read the Article: https://www.henssler.com/estate-and-tax-planning-in-a-changing-political-landscape