The Latest on President Biden’s Tax Plan: What an Advisor Needs to Know

The Tax increases that will inevitably be included in the Budget Reconciliation Bill are close to passing (and may be in place by the time of this webinar). Whatever happens, we will discuss the latest on Taxes on the date of the presentation so that you can help your clients understand and plan!

Topics will include:

• Income Taxes
• Estate & Gift Taxes
• Changes that will impact Trusts
• Changes to IRAs & Roth IRAs
• And much more...