Whether you’re a financial advisor, CPA or attorney, clients will be looking to you for the best income and estate tax strategies. This webcast will provide you with ideas, tips and tools to minimize your client’s tax liabilities.
NASBA Field of Study
Robert S. Keebler
2020 was an unbelievable year we will long remember. Now, 2021 has just begun with the Democrats taking control of Congress and federal tax policy.
Although the current crisis may abate in 2021, the rate of tax policy change will likely increase. The “Blue Wave” along with the fiscal stimulus from Congress will have tremendous implications for your clients, given the likelihood for significant tax changes directed towards high-net-worth Americans.
Whether you’re a financial advisor, CPA, or attorney, clients will be looking to you for the best income and estate tax strategies. This webcast will provide you with ideas, tips, and tools to minimize your client’s tax liabilities.
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