Join this webcast to: – Understand how congressional proposals could affect your clients; Review tried-and-true tactics for retirement, charitable, investment, tax and estate planning; Learn insights and strategies about Roth conversions, pensions and profit-sharing; And much more
•Identify the latest laws and proposals that affect your mass affluent clients. •Determine the most important and time-sensitive planning strategies for your clients with $100,000 to $500,000 of annual income. •Recognize the tax, retirement, estate, investment, education, and charitable techniques to provide value to 99% of your clients.
*The Build Back Better Act *The role of donor-advised funds for the mass affluent *529 college plans for children and grandchildren *Roth conversion insights and strategies *Gain and loss harvesting strategies *How charitable remainder trusts will become the leading 2022 strategy for large gains
CPAs, accountants and finance professionals; Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
Basic knowledge of tax, retirement, estate, risk management, and investment planning