Planning for the 99% in 2021 | PFP learning library webcast archive
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Planning for the 99% in 2021 | PFP learning library webcast archive

3 months ago · 1 hour 15 min watch

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“Simple” estate planning is a risk for many clients. Steve Siegel walks you through planning for your everyday client considering the latest law changes and proposals.
You will walk away:

  • Recognizing the tax changes that may be coming and how this impacts your clients.

  • Applying the planning strategies that can benefit most of your clients.

Key topics:

  • Substantial wealth transfer beginning – higher taxes coming – coincidence?

  • Proposed transfer tax and income tax changes

  • The pandemic emphasized the need for

Download the Handout: Planning for the 99% in 2021

File name: 20211018-planning-for-99.pdf

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