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Virtual Social Series – Taxes & Planning

April 22, 2021 @ 1:00 pm - 2:00 pm

Stay up to date regarding Taxes – Join us from the comfort of your computer for this informative, virtual presentation on 2021 income tax and wealth transfer strategies, the new SECURE Act on qualified plans, Biden’s proposed tax plan, planning opportunities, basis adjustment and capital gains planning. We will also discuss planning strategies to leverage the “temporary” $11.4 million exclusion and the advanced gifting misconception.

To register in advance for this webinar, click the link below:

Taxes & Planning Webinar Registration

After registering, you will receive a confirmation email containing information about joining the webinar.

We look forward to seeing you there!


April 22, 2021
1:00 pm - 2:00 pm



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