As we wait for possible for Congressional action, our webinar moves forward discussing aspects of intentional tax planning--touching on current tax laws and possible financial planning adjustments, as well as discussing possible legislative changes outlined in the agenda of the Biden Administration. The complexities of taxes in retirement are also presented.
Webinar Replay Available Below
This webinar is designed to provide accurate & authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.
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