In this installment of Taxes, Transfers and Tea Leaves Jeff Brooks, Wealth Strategist with Capital Group/American Funds will give a Tax Update.

  • Secure Act 2.0
  • Potential changes ahead
  • What HNW clients are doing to minimize their tax exposure

1 CFP CE Pending approval

Register Here for 3/9/23 Taxes, Transfers & Tea Leaves

May 10th – HNW Estate Planning Techniques in use Today

Register Here for 5/10/23 Taxes, Transfers & Tea Leaves

November 8th – Smart Charitable Giving

Register Here for 11/8/23 Taxes, Transfers & Tea Leaves