Planning for Tax Change: Tax & Investment Considerations for Individuals

Will we see tax changes this year? If so, how might they affect your personal tax situation and investments? Join our BKD Trusted Advisors™ as they share answers to these questions, insights on the proposals being discussed, and guidance to help you plan amid uncertainty.

Learning Objectives 

Upon completion of this program, participants will be able to: 

  • Discuss the tax-related proposals targeted at high-income Americans currently included in the American Families Plan
  • Explain the outlook and possible timeline for enactment 
  • Recognize tax and investment planning ideas and opportunities     

Related Thoughtware

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