Jeff and Bo cordially invite you and your friends to join us on a Zoom Virtual Event. Our friends at Capitol Group will be presenting "A seamless transition".

Update on legislative progress regarding the 3.5T infrastructure bill with focus on individual income and estate tax provisions. While looking at ways financial advisors and clients are considering changes to their estate planning processes.

For example: Roth conversions, Slats, Grats, Charitable solutions, Giving, moving to low/no tax jurisdictions and then Recap.
Including a deck of slides prepared by Capgroup.
Capital Group is not affiliated with Jackson & Whitaker or LPL Financial.