Join FPA New England for this multi chapter webinar featuring Leslie Geller, Senior Vice President and Wealth Strategist at Capital Group | American Funds for Policy and Planning: Preparing Your HNW Clients for Uncertainty by Taking Action.
Over the last several years, our concerns and conversations around tax planning have steadily evolved in response to policy changes and economic conditions. After a brief period of calm and relative stability in the planning world, the upcoming elections and impending sunset of the TCJA are bringing with them a new period of uncertainty and necessary wariness. HNW investors especially are focused on the effect future changes in tax legislation 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 that respond to their real-time concerns and capitalize on the current state. 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.