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New Tax Laws Create Urgency

October 20, 2021 @ 12:00 PM - 1:00 PM

Simplicity

Debt and tax history, coupled with proposed legislation make tax risk a real concern. This obstacle presents the opportunity to educate your clients through the developing tax legislation with simple conversations. Learn:

  • How to leverage tax planning strategies that may disappear
  • Why debt-to-GDP is a leading indicator of tax increases

Strategies for discussing tax planning for retirement

 

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