About this Event
Major tax and estate changes have just been signed into law. What happens next?
In a rapidly changing environment, financial professionals are being asked to explain and apply complex new rules — all while helping clients stay calm and stay the course. This seminar breaks down what’s changed, what hasn’t, and how to turn the new legislation into real-world strategies for your clients.
Led by estate planning attorney Mark Eiland, J.D., LL.M., this one-hour session will give you the clarity, insight, and confidence to move forward — without the political noise.
Light refreshments and drinks will be served.
What You’ll Learn
• The key provisions of 2025 tax and estate reform
• What’s permanent, what sunsets, and what remains uncertain
• Strategic implications for gifting, trusts, capital gains, and more
• How the new law intersects with Alabama and Florida rules
• What to do now — and what not to do
• A visual planning timeline for year-end action
• How to lead client conversations with clarity and confidence
Who Should Attend
• Financial advisors and planners
• Wealth managers
• CPAs and tax professionals
• Estate planning partners
• Anyone helping clients build long-term financial strategies
Presented by Heircraft Planning
heircraftplanning.com
Questions? [email protected] | (251) 398-0081
Event Venue & Nearby Stays
Innovation Portal, 358 Saint Louis Street, Mobile, United States
USD 0.00
