Delivering Massive Client Value Through Tax Planning in 2021

1:40 PM - 2:40 PM
This session will present top tax planning strategies for 2021, with technical details as well as the "how to" of communicating them to clients and then delivering on the strategies.

Real world examples of how to partner with other professionals (CPAs) on these topics to better serve clients along the way will also be shared, along with how these strategies are impacted by any then current or expected tax law changes.

Learning Objectives:
• Learn or improve your understanding of at least one tax planning strategy
• Leave with specific action steps advisors can implement as soon as they get back to their offices to enhance their tax planning for clients
• Understand how current and expected tax law changes impact your clients
Watch for all the details coming on NAPFA 2022 Events