Estate Planning Strategies for the 2020 Election

About The Webinar

The 2020 election is almost upon us. Our clients need timely counsel regarding their wealth management, and it is our role as advisors to keep them as informed as possible when it comes to potential tax changes on the horizon. What may the future tax laws look like if the balance of power shifts in 2021 from Republican to Democratic hands? Come learn

  • Possible Significant Changes to Estate, Gift and GST Taxes

  • Proposed Changes to Capital Gains and Income Tax laws 

  • What Your Clients Can Do to Prepare for Potentially Disadvantageous Law C​​​​​​​hanges

  • Paul Bernstein

    Webinar Host

  • , ,