BIG TAX CHANGES ARE COMING!
Robert Keebler Has Developed a Client-Friendly Presentation
to Help Explain the 4 Tax Proposals to Your Clients and Prospects!
As expected with the change in administration, 2021 has been a momentous year! There are now four major tax reform proposals and keeping track and staying on top of them can be a challenge for any busy practitioner. More importantly, it presents a huge opportunity to advise your clients about these changes, how they will potentially impact them, and also advise them of the best course of action for the remainder of 2021 and into 2022.
Whether you’re a financial advisor, life insurance agent, CPA or an estate planning attorney, you have the unique opportunity to take advantage of a modifiable PowerPoint presentation developed by the one and only, nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA.
This presentation reviews all of the tax legislative proposals, including:
- President Biden’s Tax Reform Proposal “The American Families Plan”
- Senator Bernie Sanders’ “For the 98.5% Act”
- The STEP Act introduced in the Senate
- Representative Bill Pascrell’s Bill introduced in the House
This presentation will not only cover these tax changes, but more importantly they also will provide you with ideas, tips and strategies to help your clients and their other advisors act before year-end to minimize tax liabilities.
Think about it. How much time would it take you to put together something like this for yourself? Let us reduce your time (and cost) to develop this presentation so that you can hit the ground running with this very timely and unique client-friendly presentation (plus audio recording and transcript), which you can get for a one-time payment of just $179.
Your purchase includes the following which is sent via e-mail immediately following your purchase:
- Modifiable Microsoft® PowerPoint presentation (36 slides total). See below for quick glimpse of the presentation.
- Audio recording by Robert Keebler (23 minutes) so you will know what to say
- Unedited PDF transcript