Proposed Tax Change on the Way – What Does it Mean for Your Clients?

Tax changes could impact your clients

In September, the House Ways and Means Committee released and approved draft legislation as part of Congress’ ongoing $3.5 trillion budget reconciliation bill. The legislation includes significant tax proposals that, if passed, would dramatically increase what high-net worth individuals and corporations pay. What could these changes mean for your clients?

The proposal presents changes to individual taxes, capital gains taxes, and dividend tax rate increases, as well as estate and gift tax changes and changes to retirement plans. Download your free copy of a white paper and PowerPoint to help explain some potential impacts of these proposals to your clients.

Join us for a special webinar on this proposed legislation featuring Amy Bryant, Advanced Sales Counsel.