Heritage Family Offices, LLP is hosting a two-hour virtual client event on November 24, 2020 to discuss some of the most urgent matters concerning tax planning, tax legislation and policy, and economic and market conditions.

We encourage you to attend this vitally important event live via various livestream outlets (details below) so you can write questions for Ralph and David to answer live. However, if you are unable to attend live, a recording of the presentation will be available shortly after the live event.

Join us on Facebook Live, at 4.00pm (MST) on November 24, 2020!

4.00pm (MST) – Ralph E. Nelson, III, JD, CPA Presents “Year-End Tax Planning, Post Election Tax Updates”

5.00pm (MST) – David E. Maxey Presents “Market and Economic Updates”