RETHINK Financial Planning 2021: Expected Tax Law Change TIP

Everyone expects the new Administration to bring plenty of economic change, and quickly, to America. What do we know so far? How will these shifts affect your portfolio? Is it time to rebalance? How long will it take to see a positive, widespread economic effect from the vaccines? What new investment opportunities have already appeared? How should you react? An up-to-the-minute analysis.

Christina Lindsey Orta and Alissa Kroeger from Ascent Wealth Management join Estate Planning Lawyer Jim Cunningham for an in-depth discussion on financial planning in 2021. With political change and one party in control, let’s PLAN for income tax changes, gift tax changes, estate tax changes, and much more . Remember, it will be much easier to get through a tax increase than a tax cut!

But you must assemble your team now! This legal webinar will discuss tax planning action items and what you need to do to adapt to the changing tax landscape of the new administration.


Replay the webinar!

Request a Consultation

RETHINK Financial Planning 2021- Expected Tax Law Change TIP