Tax Legislation Projections in a New Era:
Mid-2021 Updates (1 CFP® CE Credit)
Thursday, August 5 from 2:00 - 3:00 p.m. ET
Earlier this year, we presented “Tax Legislation Projections in a New Era”, which highlighted potential tax law changes resulting from the changing political landscape of 2021 that could go into effect in the future.
In this session we will provide updates on what has changed since the beginning of 2021, what has stayed the same, and proposals for the longer term. We will explore how these changes may impact clients, and discuss how advisors can plan for and communicate these changes. Join us for an in-depth look at retirement plan changes, tax brackets, and how financial planning software can help guide conversations.