Tax Efficient Strategies in a Time of Uncertainty

5:00 PM - 6:00 PM
This presentation will focus on investing in a changing tax environment, the potential for tax reform and proposed tax changes. Discussion will also include how proposed tax changes could impact financial, retirement and estate planning strategies as well as specific strategies to help advisors help their clients navigate an uncertain tax environment. With potential tax reform, tax efficient investing, tax diversification and tax management will continue to be important factors in comprehensive financial, retirement and estate planning.

Learning Objectives:
• Learn about proposed and potential tax changes
• Understand the impact of proposed tax changes on common financial, retirement and estate planning strategies
• Discover how tax changes could influence new planning strategies

This session is sponsored by Prudential Annuity Distributors.
Watch for all the details coming on NAPFA 2022 Events