Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025. The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving planning opportunities and prepare your clients effectively for the imminent shifts in the tax landscape.
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Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024
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Harlan Accola, National Reverse Mortgage Director of Fairway will be joined by David McKnight the President of Power of Zero for the webinar How to Advise Your Clients to Get to the Zero Tax Bracket, Wednesday, August 4th at 2 pm eastern.
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David McKnight, a retirement planning expert and best-selling author of The Power of Zero and other books, told May 4 NAIFA Town Hall attendees about the tax “freight train” heading our way and how the COVID-19 crisis affects the tax implications of retirement planning.