2021 Tax Reform may be the most significant change to the taxation of wealth in decades. Our guest speaker Robert (Bob) Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a nationally-recognized tax professional.
His presentation will cover the following topics, based on the final legislation:
• An overview of any changes to itemized deductions, Social Security and Medicaid taxes, and retirement accounts.
• Roth Conversions for tax bracket arbitrage
• Understanding and planning for substantial changes to the estate tax
• Harvesting capital gains to reduce exposure to higher rates in the future.
• Social spending through the tax code
• Estate planning considerations and how to avoid low basis traps
• Minimizing estate tax
• Taxation of business income
If you have any questions, please contact us at email@example.com or 877-352-9490.
Education events sponsored by Cornerstone Financial Solutions can help you gain financial clarity in all aspects of your life and ENJOY MORE confidence in your retirement because you know you have a long-term plan.
RJFS Financial Advisors do not provide tax preparation services or advice. Raymond James is not affiliated and does not endorse Robert Keebler.
Cornerstone Financial Solutions
7408 S. Bitterroot Pl., Sioux Falls, SD 57108 • 605.357.8553
280 Dakota Ave S., Huron, SD 57350 • 605.352.9490
877.352.9490 (Toll Free)
Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Cornerstone Financial Solutions Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.