Leslie Geller, J.D., LL.M., Senior Vice President and Wealth Strategist from Capital Group | American funds will discuss:

Responsive Planning: Today’s actionable ideas for your HNW clients

Over the last several years, our concerns and conversations around tax planning have steadily evolved in response to policy changes and economic conditions.  The threat of the most drastic and expansive tax law changes may have dissipated for now, but HNW investors should still be focused on the effect future policy changes, as well as current laws, policies and the economic climate, may have on their own tax and planning situations. During our session, Leslie will provide an of-the-moment policy update, as well as the top tax and planning considerations for HNW investors.  Leslie will address the outlook for tax legislation in the coming years, as well as the creative income and estate planning strategies that leverage our current economic environment and provide flexibility in a time of political and legislative uncertainty.

1 CFP CE Pending approval

Register Here for Taxes, Transfers & Tea Leaves

November 8th – Smart Charitable Giving

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