Description
Stay ahead of the latest federal tax developments with this comprehensive update tailored for financial planners. This session will cover recent and potential federal tax legislation, key tax law updates for individuals and businesses, and essential planning strategies. Gain insights into new retirement provisions, investment taxation, and estate planning considerations. Equip yourself with actionable strategies to help clients navigate the evolving tax landscape.
Learning Objectives
Participants will learn about the recent and potential federal tax legislation, key tax law updates and essential planning strategies.