A Financial Professionals Guide to the Changing Tax Environment 2020

A Financial Professionals Guide to the Changing Tax Environment 2020

Featuring:
Brandon Buckingham, J.D.,* LL.M.
Vice President, National Manager, Advanced Planning Group

Taxes are subject to political and economic factors, meaning they change and so can pose an ongoing challenge for clients trying to plan for their futures.

Join Prudential’s Brandon Buckingham as he discusses the impact current events could have on financial planning. You’ll gain specific strategies to help clients navigate through the uncertainty. The presentation will include:

• Potential for tax reform
• The presidential candidates’ tax proposals
• The importance of tax-efficient investing in an uncertain environment
• Tax diversification
• Specific tax and estate planning strategies
• Using annuities and life insurance as part of those strategies

Help clients achieve financial wellness now and throughout retirement.

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