2025 Estate Planning and Asset Protection Strategies for Real Estate Companies
February 25, 2025 | 2 PM EST
Featured Speakers:
Keith Greenwald
Private Client Services Leader, Partner
Aprio Advisory Group, LLC
Chris Davis
Private Client Tax Team Leader, Partner
Aprio Advisory Group, LLC
Larry Freiman
Co-Founder, Partner-in-Charge of Trusts & Estates/Private Wealth Practice Group
MendenFreiman
Prepare, protect, and pass on your legacy
Are you a real estate investor, developer, or executive looking to secure your assets, stay ahead of tax law changes, and plan for the future? Join Aprio for an exclusive webinar on February 25 and learn how to navigate the complexities of estate planning with confidence.
What’s on the agenda?
- Estate and Tax Law Update: Learn about the latest legislation and proposals, key dates to watch, and how to prepare effectively.
- Asset Protection Strategies: Get actionable tips to safeguard your estate while avoiding common pitfalls.
- Succession Planning: Learn how to create a seamless plan for transferring wealth, both within and outside your family.
Who should attend?
This webinar is tailored for real estate investors, C-suite executives, developers, estate planners, and anyone interested in protecting and growing their wealth in the real estate space.“Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.
Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
APRIO, the Aprio pentagonal pinwheel logo and “PASSIONATE FOR WHAT’S NEXT”, are registered marks of Aprio Advisory Group, LLC. Aprio Advisory Group, LLC © 2024. All rights reserved.