Planning Strategies for a Changing Tax Environment

The 2021 tax landscape is constantly evolving. Join Jeff Hess as he breaks down the proposed tax changes and offers planning strategies to help mitigate the tax risk to your clients’ portfolios. During this session, Jeff will discuss how these proposed tax changes will impact estate planning and income tax planning.

Learning Objectives:

• Understand impending estate tax reform and discuss strategies to help mitigate them.
• Learn about proposed income tax changes and discuss strategies to help mitigate them.
• Gain detailed knowledge of IRC 7702 and review situations where it could be used to benefit a client.

This session is sponsored by Palladium Group by Ash Brokerage.