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2024 Winter Tax Forum

The 2024 Winter Tax Forum provided information regarding partnership aggregators and updates on recent wealth transfer tax developments.

Supplemental materials from the presentation are now available for download. 

Please note that our continuing education application was for live credit only. As such, the materials are not applicable for credit in any state. 


Join Williams Mullen partners for our in-person Winter Tax Forum on Wednesday, January 31, 2024. Our speakers, Farhad Aghdami, Jenny Connors, Conrad Garcia and Beth Hungate-Noland will present on partnership aggregators and provide an update on recent wealth transfer tax developments.

8:00 - 8:30 AM | Registration and breakfast
8:30 - 10:30 AM | Program

Continuing Education Credit
This program will be submitted for 2.0 hours of CFP and CPE credit (pending).

This seminar is for information purposes only and does not constitute legal advice nor automatically form an attorney-client relationship with participants.