In-Person Seminar – How Will the Potential Tax Changes Effect My Estate & Financial Plan?

Type: seminar Date: September 28 Time: 01:00 PM - 03:00 PM Phone: (602) 249-1328 Venue: El Pedregal at The Boulders - Tohono Ballroom , 34505 N Scottsdale Rd, Scottsdale, AZ United States
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:El Pedregal at The Boulders - Tohono Ballroom DESCRIPTION:With West Hunsaker of Morris Hall and Tim Kerrigan of Clark Street Financial Tax Change Planning – Possible Impacts of Biden’s Tax Proposal and “For the 99.5% Act” While there’s still so much uncertainty in our country, there’s one thing that’s clear, the proposed new taxes may result in a significant loss for many if […] ADDRESS:34505 N Scottsdale Rd DTSTART:20210928T130000 DTEND:20210928T150000 URL;VALUE=URI:https://morristrust.com/seminars/in-person-seminar-how-will-the-potential-tax-changes-effect-my-estate-financial-plan/ SUMMARY:In-Person Seminar – How Will the Potential Tax Changes Effect My Estate & Financial Plan? LOCATION:El Pedregal at The Boulders - Tohono Ballroom , 34505 N Scottsdale Rd, Scottsdale, AZ United States PHONE:(602) 249-1328 DTSTAMP:20210922T200215 UID:614b8bc77e72e END:VEVENT END:VCALENDAR
      In-Person Seminar – How Will the Potential Tax Changes Effect My Estate & Financial Plan?.ics

With West Hunsaker of Morris Hall and Tim Kerrigan of Clark Street Financial

Tax Change Planning – Possible Impacts of Biden’s Tax Proposal and “For the 99.5% Act”

While there’s still so much uncertainty in our country, there’s one thing that’s clear, the proposed new taxes may result in a significant loss for many if passed.

Every day that goes by could be a missed opportunity to take advantage of current law. The new tax plan could be passed anytime this year or in the coming years. If passed this year, it could be made retroactive as early as January 1!

  • This will be a socially distanced seminar with seats six feet apart. Masks are encouraged, but not required.
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