API Lunch & Learn
November 8, 2022 @ 12:00 pm - 2:00 pm
Come join us for our nextAPI Lunch & Learn as we discuss “Planning for the $12 Million Exemption Before It Possibly Goes Away”.
Speaker: Jeffrey A. Baskies Click For Speaker Bio
Join us as we discuss a top 10 list of planning ideas for advising clients considering using their gift tax exemptions before they maybe go back down
CE Credits for this presentation have been requested for the following disciplines: CLE (1 hour), CFP (1 hour), CPE (1 hour), and Insurance (1 hour).
API is a program of the Jewish Community Foundation focused on promoting philanthropic discussions and giving from clients of professional advisors to the Jewish Community.
For more information contact: Sydney Rubin
email@example.com or call 954-252-6886
Location: Berkowitz Pollack Brant
515 East Las Olas Blvd
Fort Lauderdale, FL 33301