Finance and Investing

SURVING THE NEW ESTATE & TAX LAWS: What is The Impact on Your Investments?

Price: 165.00 USD
5 Weeks

10 - 25 - 2018, 10:00 AM - 12:00 PM 2018-10-25 10:00 AM - 12:00 PM

In 2018, new estate and tax laws became effective. These can significantly impact your financial plans and retirement strategies. In this class, we will examine the impact of the new estate and tax laws on your investment strategies, discuss timely growth investments, and review strategies to protect your bond portfolios if interest rates were to rise. In addition, a Board Certified Estate Planning Attorney will discuss the new estate planning strategies to minimize your taxes and insure proper disposition of your assets. And, a Certified Public Accountant will review the new tax brackets and the possibility of losing some of your charitable, mortgage, and property tax deductions that could result in a higher tax liability and the need to explore new strategies.