XPX San Antonio - Strategic Income & Estate Tax Planning in a Shifting Landscape

Recent economic events and potential legislative changes including tariffs have compelled advisors and clients to consider reshaping advanced planning strategies. In this session, we will discusses the impact of these events and how they may affect income & estate tax planning strategies.

Speaker:

John Dwyer, CPA, PFS, CFP®, CEPA®

Registration Fees:

XPX San Antonio Members: $30.00
San Antonio Members Walk-in/Same Day Registration: $40.00 

XPX San Antonio Firm Level Members: $30.00
San Antonio Firm Level Members Walk-in/Same Day Registration: $40.00

Other XPX Chapter Members: $45.00
Other XPX Chapter Members Walk-in/Same Day Registration: $55.00

Non-Members: $55.00
Non-Members Walk-in/Same Day Registration: $65.00

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.