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Advocacy Happens Everywhere Decisions Are Made

Topic

Tax Planning

Program ID

335614

Hours

1

Format

Live / Live Webinar

Complexity

Intermediate

Description

Some of the recent legislation that impacts financial advisors will be discussed as well as current presidential priorities. We will also discuss congressional and tax reform. Legislation that will affect your clients will also be presented.

Learning Objectives

Understanding how legislation can impact financial advisors and their clients, understanding the proposed tax reform, learning what you can do about any of it