Strategies for Current Tax Landscape

1:30 PM - 2:30 PM
Temecula 2-4

The current tax environment is one of the most unique we have seen in American history. Within recent years there have been numerous legislative packages that have shaped the tax regime we are currently under. The decisions of those preparing for and already in retirement have been impacted in a major way. In this session, we will discuss both the tax issues to avoid and the opportunities that financial professionals may want to discuss with clients and prospects.

Learning Objectives:

  1. Review recent tax changes that are shaping the current environment
  2. Provide examples of at least six opportunities to help clients and prospects who are navigating the current tax environment
  3. Illustrate the power of these opportunities using case studies

This session is sponsored by Allianz Life Insurance Company of North America.