Economic uncertainty can be stressful, but it can also create opportunity.

Join to learn the steps you can take to prepare for a potential economic downturn.

This webinar will explore the market forces at play and their interaction with tax and corporate structuring issues. It will also discuss practical changes you can make to your business and personal planning strategies to take advantage of this economic environment.

Panelists will discuss tactics relating to:

• Federal and state estate and income tax planning
• Various trust planning techniques
• Corporate structuring
• Equity and succession planning
• Planning for tax laws taking effect in 2026

Featuring:

• Terri Munro, Partner and Wealth Advisor, Waverly Advisors LLC
• Juliana Neelbauer, Partner, Fox Rothschild LLP
• Adon Solomon, Partner, Fox Rothschild LLP