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.
Date and Time
Wed, Dec 15, 2021
12:00p - 1:00p PST
ZOOM hosted by: Jackson and Whitaker
THIS IS A VIRTUAL EVENT HOSTED BY: JACKSON & WHITAKER, INC "A Seamless Transition 2021-2022" by Capital Group