Events

Help Clients Plan for the Changing Tax Landscape

Your clients are likely concerned about proposed tax hikes. Come to this session to understand what’s currently being proposed and what experts think will actually happen. Learn about: gifting strategies your clients should consider in 2021 to take advantage of current law; ways to successfully employ “wait-and-see” estate planning strategies; new ways to reduce the future impact of elimination in basis step-up; tools you need to know now for estate planning; and how to determine the right moves for your clients.