Event
Webinar

Hot Topic Webinar: Estate Planning 201

Wednesday, June 26, 2024 at 12pm CST

So you have a will, but what else should you do for your estate? Join us online on Wednesday, June 26, for an hour-long discussion. We’ll look at advanced estate planning strategies to help you leave the legacy you want.

What you need to know:

As your estate gets more complicated, you have strategies that can help you protect your assets and minimize taxes.

Join us for the second of a two-part series on estate planning.

Topics we’ll cover include:

  • The sunsetting of the estate tax
  • The trusts to consider
  • Family partnerships and limited liability companies
  • Charitable giving strategies
  • Beneficial ownership information (BOI) reporting
  • Common pitfalls
  • And more!

Presenters:

Jon T. Meyer, CFP®
Principal, President, BGM Wealth Management Group

Chad Halbur
President and Shareholder, Cornerstone Private Asset Trust Company

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.