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
May 10th – HNW Estate Planning Techniques in use Today
November 8th – Smart Charitable Giving