Federal Tax Proposals: Where Are We Now?
The details are in - now it's time to act.
The three-part COVID relief, infrastructure improvement and economic recovery plan is starting to come into focus. As of now, the plan will be funded by significant changes in tax law. That's leaving taxpayers (and advisors) to wonder, “Where are we now?” While important details may still be missing, it's imperative to move tax planning forward with caution and flexibility. On this webinar, we brought in the pros to discuss:
- Key tax implications of the plan and which parts have been enacted
- What high-net-worth individuals and small business owners should monitor
- Planning opportunities that should be considered before December 31
Don't let an uncertain environment prevent you from helping your clients prepare for the future!
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.
Ryan Miller is a partner in Katz, Sapper & Miller’s Tax Services Group. Ryan utilizes his extensive tax law knowledge to develop strategies to minimize tax liability and maximize savings. His experience also includes individual taxation, gift and estate taxes, and all types of entity taxation, such as partnerships and S corporations. He is a frequent author and presenter on a wide variety of federal income and international tax topics.