The Biden Tax Plan: Proposed Changes and Planning Opportunities, 10 Critical IRA Errors Advisors Must Avoid Plus A FREE Lunch at the Lancaster Brewing Company!

"The Biden Tax Plan: Proposed Changes and Planning Opportunities"

2020 was an unusual year, to say the least. And as if normal year-end planning, combined with the complexities brought about by a pandemic weren’t enough to deal with on their own, 2020 offered an additional complication….a Presidential election! President Joe Biden has detailed a few substantial changes to the tax code, the focus primarily on individual income tax and investment tax. In this session, attendees will learn about each of the major changes proposed by President Biden, exploring both the new challenges, and planning opportunities, it creates.

Plus

"10 Critical IRA Errors Advisors Must Avoid"

For more than 40 years, IRAs have been available as a retirement-savings vehicle, but the rules surrounding them are constantly changing, and they are incredibly – and deceptively – complex. Each year, client mistakes, advisor errors and oversights by financial institutions cost clients millions of dollars in unnecessary taxation. This session seeks to reverse that trend by helping advisors to identify and avoid 10 of the most frequent and costly IRA mistakes.

Jeffrey Levine is the Lead Financial Planning Nerd for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals. Jeffrey is also the Director of Advanced Planning at Buckingham Wealth Partners and works closely with their team to create a seamless client experience that makes it easy to plan and instill confidence as they work towards their most important goals. He serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. Buckingham allows him to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams. He is a nationally-recognized and award-winning thought leader within the financial planning community.

Tickets

$80.00 FPA Member In Person Meeting

$0.00 FPA Members 2021 PrePaid

$0.00 FPA Member 2021 PrePaid Webinar Only

$70.00 FPA Member Webinar Only

$160.00 FPA Non Member (Repeat Guest In Person Meeting)

$140.00 FPA Non-Member Repeat Guest Webinar Only