Upcoming Webcast — Live From Philly:

Analyzing Biden’s New Tax Plan

Join us on Wednesday, November 17th as we welcome Jeffrey Levine, tax expert and Lead Financial Planning Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog. Jeff will dive deep into the details of the Biden Administration’s latest tax plan proposal, as well as the planning issues and strategies advisors need to consider as the law is finalized in the weeks to come. You’ll walk away with ideas and talking points for timely and important tax conversations with your clients.

This event is approved for one hour of CFP® credit.

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