November Dinner Meeting
BRING A GUEST AND BE ENTERED TO WIN A FREE MEETING FOR YOURSELF AND A FREE MEMBERSHIP FOR YOUR GUEST!
Estate Planning In 2025: Before The Tax Cuts and Jobs Act (TCJA) Sunsets:
As 2025 draws near, estate planners and their clients are preparing for the sunset of the Tax Cuts and Jobs Act (TCJA), which will reduce the estate and gift tax exemption by half. This change will lower the current $13.61 million exemption to approximately $7.1 million per person. Join us to learn more!
William Onorato, JD, MBA
Bill Onorator leads RKL’s Family Office Practice, a comprehensive suite of services to manage the complex and significant needs of ultra-high-net-worth families. Since joining the firm in 2019, Bill spearheaded the development of the Family Office model, which encompasses advisory, administrative, support and investment capabilities.
Bill starts every new engagement by listening to the family’s concerns, priorities and aspirations. He then assembles the necessary cross-disciplinary team to address their needs, manage day-to-day tasks, highlight opportunities, cover all the details and keep everything aligned with their financial goals. Bill’s holistic and proactive approach gives families a greater sense of control, clarity and confidence that their wealth will be an asset, not a liability, to current and future generations.
