The President has submitted his tax proposals. Congress needs to draft legislation and act upon it. The President and Congress also need to pass a budget. We will go over the tax proposals that are pending and go over any tax legislation that has passed. This session will help you be the most prepared for when your clients ask about what tax changes to expect.
Learning Objectives:
Review what tax laws has changed.
Implement new strategies for clients with respect to the new tax changes.
Answer our clients' questions about the newest tax changes.
.jpg "Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP AEP photo")