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Taxing Times: Debt, Tax Reform, and Strategies for Uncertainty

Wednesday, December 15, 2021 | 4:15 PM ET

Change happens whether we want it to or not. With the potential for tax changes, your clients will be looking to you for guidance. This presentation covers national debt, the current status on tax reform and strategies for uncertainty. 

Specific areas of emphasis covered in this timely webinar include: 

  • Tax diversification strategies for your clients
  • Social Security and Medicare update
  • The pros, cons and future of Roth conversions
  • Gifting as a tax reduction tool
  • Trusts and other strategies for high-net-worth clients

Sponsored by







Ryan Bertrand
Vice President and Managing Director
Advanced Markets


Susan Lipp - Host
Editor in Chief, Trusts & Estates