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march, 2024

20mar3:00 pmFuture-Proof Your Finances (3.20 Event)Planning for Major Estate and Income Tax Changes Set To Expire in 2025

terraces at bonita springs exterior

Event Details

Maximize Your Wealth and Minimize Your Tax Burden

Planning for Major Estate and Income Tax Changes Set To Expire in 2025

When: Wednesday, March 20 | 3 p.m.
Where: The Terraces at Bonita Springs

PRESENTED BY: Carl Zacharia, Founder and Attorney, Zacharia Brown; and Keith Philippi, Certified Financial Planner, Morgan Stanley Financial Advisors
MODERATED BY: Amanda Barton, Publisher and Team Lead at Seniors Blue Book

Are you prepared for the sunsetting of major federal tax exemptions? The 2017 Tax Cuts and Jobs Act is set to expire, or “sunset,” at the end of 2025. This change is notable because federal estate and income tax exemptions are set to decrease by 50% for high-net-worth individuals.

Join Zacharia Brown Estate Planning Attorneys and Morgan Stanley Financial Advisors for an informational panel regarding how to plan for the sunsetting.

Attorney Carl Zacharia and Financial Advisor Keith Philippi, CFP, will discuss the four major provisions that are changing and why planning is vital to protecting your wealth from tax burden. In addition, they will address how wealth managers and estate planning attorneys partner to maximize your estate plan and protect your wealth for the future.

RSVP by Wednesday, March 13.



(Wednesday) 3:00 pm


The Terraces at Bonita Springs Performing Arts Center

26455 S. Tamiami Trail, Bonita Springs, FL 34134