2019 Tax Changes & Their Impact on Financial Planning
Managing Director–Investments, PIM Portfolio Mgr,
Schneider Wealth Management Group of Wells Fargo Advisors
Do you want a better understanding of the aspects of your own and your clients' investments to develop better strategies? Then this presentation is for you! This program reviews new tax laws, including tax rates and brackets, deductions and exemptions, IRAs and 529 plans, estate and generation-skipping taxes, and tax changes for businesses. We'll also discuss planning considerations, such as alternatives for charitable giving, accelerating/deferring income, creating a tax-efficient portfolio, and gift and estate planning. Additionally, we'll consider how these topics relate to comprehensive estate planning.