Taxes, Transfers and Tea Leaves Series

Join us February 10th – from 12-1 p.m. 1 CFP CE Pending approval

Jeff Brooks, Wealth Strategist with Capital Group/American Funds will discuss

Taxes, Transfers and Tea Leaves – under the Biden administration and an “undivided” Congress.

Taxes are very high on our clients’ minds as a result of the enormous stimulus packages rolled out last Spring, the recently enacted CARES Act II, ongoing economic stimulus discussions and endless projections regarding changes to the income and estate tax systems. What changes are being discussed by the new occupants of the White House, House and Senate?  Join Jeff Brooks, Wealth Strategist with Capital Group, Home of the American Funds, for a discussion of various existing and proposed tax scenarios as well as actions clients can take to better position themselves for the foreseeable (and unforeseeable) future.

Event Registration