Tax season is here, so now is a great time to talk to your clients about strategic tax planning for 2021. On today’s BREW, Bob will be sharing how to help your clients feel more in control and confident about their desired tax outcome. We will also will be discussing benefits of tax deferral under the current and proposed tax law, long-term tax planning strategies that can be tailored to unique situations, and steps to take today to help clients create the most tax-advantaged outcomes.

Speaker: Bob Vashko (JD, CFP) Advanced Planning Consultant with Lincoln Financial Group