Best year-end planning strategies in today’s uncertain environment | PFP learning library webcast archive
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Best year-end planning strategies in today’s uncertain environment | PFP learning library webcast archive

2 months ago · 1 hour 53 min watch

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Year-end planning in 2021 is shaping up to be one of the most important turning points in decades. Exactly what will happen is unclear, however it may be so significant that starting to plan now will be the only way to navigate it. This session will provide ideas, tips, and tools to act before year-end to minimize your client’s tax liabilities.

Learning outcomes:

  • Recognize the tax policy proposals relevant to individuals, estates, and trusts.

  • Analyze bracket management planning considering historically

Download the Handout: The best year-end planning strategies in today’s uncertain environment

File name: 20211026-best-year-end-planning.pdf

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