Finding Opportunities in the 2023 Federal Tax Changes

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There can be no question that we are living in unprecedented times. The reactions to daily news events have had a dramatic effect on the markets. Along with the strain from the global pandemic, the continued uncertainty of a new administration leaves us questioning the likelihood and extent of possible tax law changes.

As we start another new year filled with uncertainty, a solid foundation of the latest federal tax changes can help you be more prepared to help your clients with their retirement strategies. This course will:

• Provide a summary of the current federal tax adjustments and changes
• Review emerging taxes and the resulting tax burden to clients
• Highlight built-in tax law changes that may be coming if new legislation isn’t passed
• Demonstrate how using an annuity can help hedge tax risk

Join us to gain an understanding of the tax law changes and some potential strategies your clients may want to consider with their tax advisor during this unprecedented time.