WP90X – Making the §6166 Election: What You Don’t Know Can Hurt You

Published: August 24, 2023

In this webinar, Ryan Barradas, CLU and Michael Kenneth, CPA of WealthPoint as well as Kristin Williams, J.D., LL.M. of PartnersFinancial discuss IRC §6166 as a methodology to pay for estate taxes.

Description:

In this webinar, Ryan Barradas, CLU and Michael Kenneth, CPA of WealthPoint as well as Kristin Williams, J.D., LL.M. of PartnersFinancial discuss IRC §6166 as a methodology to pay for estate taxes. The presentation explores the financial, legal and tax ramifications of this approach and how best to navigate it for affluent individuals and family groups. Real-life case studies are reviewed.

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