Description

In this webinar you will learn about proposed tax code changes that could have a big effect on investors. With tax policies in flux, we’ll explain what you need to know for your portfolio in 2021 and beyond. We’ll discuss current proposals for estate tax, individual income tax rates, and real estate and Opportunity Zone reforms. 

At the end of this session, you will be able to: 

Identify potential tax law changes that could impact your investment portfolio. 

Who should attend:

This session is designed for individuals interested in market, economic, and tax updates.

Speakers: 

Mike Prinzo, Managing Principal of Tax 

Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC 

Abby Butz, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC 

Derek Hicks, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC