Tax planning tips and trends for 2027

Name: Tax planning tips and trends for 2027
Start: 2026-12-09T14:00:00
End: 2026-12-09

Starts: December 9, 2026 at 2:00 PM
Ends: December 9, 2026
Format: Online
Location: VIRTUAL

About This Event

Join us and learn about strategies that can help reduce your client’s tax situation. During this one hour continuing education webinar, we’ll discuss: * 2027 Tax changes for individuals including the Medicare Investment Earnings Surtax * How qualified charitable contributions (QCD) can be used to lower required minimum distribution (RMD) taxation * How Roth conversions can be used to help a client create tax-free retirement income and wealth transfer * The tax characteristics of annuities and life insurance that can help increase an individual’s tax efficiency