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Great Wealth Transfer…or Trickle? Could be up to Congress Next Year!
Episode 12
Published 1 year, 4 months ago
Description
They call it the Great Wealth Transfer. Baby Boomers and the Silent Generation could pass down a combined $84.4 trillion in assets to younger generations. With current tax law sunsetting at the end of next year, how does this affect taxes? How will families be affected? And, how will philanthropy fit into this? Listen in while bipartisan advocacy and lobbying expert Sandra Swirski offers timely thoughts and concerns that you will want to hear!