Max McCauley to Present Webinar “Case Study on Estate Tax Reduction Strategies: Business and Investment” at XPX Philadelphia

Offit Kurman Business Law and Transactions Principal Charles “Max” A. McCauley will be presenting at the “Case Study on Estate Tax Reduction Strategies: Business and Investment” webinar on November 17th, 2021, hosted by the Philadelphia chapter of the Exit Planning Exchange’s monthly conference. Max will illustrate an estate and gift planning strategy for removing your business from your taxable federal estate. This tax planning also works for your stock portfolio.

Learn more here.