A Look Ahead to 2025: The View Through a (Very) Cloudy Crystal Ball

You’re invited to a complimentary evening of learning, discussion and networking hosted by the Scranton Area Community Foundation in collaboration with Myers, Brier & Kelly, LLP, and the NEPA Estate Planning Council.

Hear from Robert T. Kelly, Jr., Esq. and Kris E. Fendrock, Esq., partners at Myers, Brier & Kelly, LLP, who will cover critical and timely updates in estate, gift, and generation-skipping transfer tax laws, with a focus on the potential sunset of current exemptions and their impact on planning strategies, RMDs, post-mortem and trust distributions.

Learn about PA Income and Inheritance Tax developments, the Secure ACT and Secure 2.0 Act, and suggestions on what to consider as we wrap up 2024 and plan for 2025.

Refreshments and hors d’œuvres will be served.

CLE/CE Accredited
Continuing Education credit is available, including 1 SUB for attorneys and 1 hour of CFP® Continuing Education credit for investment professionals.