12/5/24- 1pm-2pm PST
Join UBS Wealth Management and Planning experts, Kenneth Tang and David Rosenthal, for an insightful webinar to elevate your appraisal practice and gain a competitive edge by understanding the intricate world of estate planning. Don’t miss this opportunity to expand your knowledge and better serve your clients.
In this session, you’ll discover:
- The fundamentals of estate planning and its critical importance for you and your clients
- Key questions to ask clients to unlock opportunities for providing enhanced value
- Critical changes to the estate tax exemptions at the end of 2025 and why immediate action is crucial
- Practical strategies to help clients navigate complex estate planning challenges
- How to leverage your appraisal expertise in the estate planning process
Our UBS Wealth Planners will also share their knowledge and answer your questions in a live Q&A session.
Register
Speaker bios
Ken is a CPA, CFP® (certified financial planner), and financial advisor based in San Francsico. Ken provides comprehensive financial planning and investment management services to high-net-worth individuals, families, and foundations.
David has been at UBS since 2006 and in his role as a Wealth Planning Strategist he works with their advisors and clients to primarily discuss estate planning, income tax planning and charitable planning strategies and techniques. He has multiple industry designations along with a B.A from Duquesne University and my J.D. from Taft University School of Law.