Navigating the New U.S. Tax Bill

A fireside chat that will explore how the latest U.S. tax bill reshapes estate planning, wealth preservation, and intergenerational transfers. Experts will discuss how changes to tax thresholds, exemptions, and valuation rules affect high-net-worth families and business owners. The session will provide actionable strategies to optimize tax efficiency, safeguard family assets, and align legacy goals with the evolving fiscal landscape.

• Impact Analysis: How the new tax bill affects estate tax exemptions, gift tax limits, and trust structures.

• Strategic Planning: Innovative approaches to transferring wealth — including trusts, family partnerships, and charitable giving.

• Long-Term Preservation: Maintaining family wealth and governance across generations amid shifting tax and regulatory environments.

• Gordon Henderson, CRPC, Regional Vice President, Jackson®

• Bruce Scharf, SVP, Financial Planning Advanced Strategist, Citibank

- 6:00 pm Registration and networking reception

- 6:30 pm Fireside chat and Q&A

- 7:45 pm Networking reception

Gordon Henderson is the Regional Vice President with Jackson covering the Bank Channel for NYC, Long Island, and Westchester and Rockland counties. His goals are to provide white-glove customer service and actionable insights into the market and industry to help grow your business. A Brooklyn native, Gordon graduated from the NYU Stern School of Business with a BA in Economics and Management. In addition to his ongoing commitment to navigating the retirement landscape, he holds the CRPC® designation as well as the series 7, 63, and 24.

Bruce Scharf specializes in providing advanced life solutions, concentrating on Estate Planning & Wealth Transfer. He works closely with financial advisers and bankers from the initial client introduction through the successful employment of a myriad of strategies. He manages relationships with high-net-worth individuals throughout the entire client solutions process.

Event Venue & Nearby Stays

Citibank, 388 Greenwich Street, New York, United States

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