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Join financial and estate planning expert Steve Siegel for this lively webinar as he walks through planning for the everyday in light of the 99.5% Act and Estate Planning.
Speakers:
Steven G. Siegel, JD, LLM, President of The Siegel Group
Andrew Altfest, MBA, CFP®, President
Ekta Patel, MBA, CFP®, Director, Advisor
Jason Yoo, CFP®, Senior Advisor
A comprehensive tax snapshot, enabling advisors to facilitate a review, offering insights into State Tax Credits, Medicare Premiums, Modified AGI Tiers, Roth Conversions, and QBI Deductions
