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Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024

By NAIFA on 8/16/23 1:17 PM

This Webinar is brought to you exclusively by NAIFA and the Society of FSP.

Overview:
The Tax Cuts and Jobs Act (TCJA) of 2017 has provisions set to expire by 2025. Equip yourself with knowledge, leverage evolving planning opportunities, and guide your clients confidently through impending shifts in the tax landscape.

Topics: Retirement Planning Financial Planning Legacy Planning Tools Taxes

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