Virtual Townhall: Strategic Tax Planning for 2022 and Beyond



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Event Information

The Inflation Reduction Act of 2022 has been passed by the Senate. How does it affect you and what impact does it have on tax planning opportunities? Aside from the new legislation there are additional considerations that need to be made prior to year-end so join us for our September virtual townhall. 

Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, Chief Planning Officer of Buckingham Strategic Wealth. They will discuss the possible upcoming changes that could affect investors financial plans and tax rules that are scheduled to sunset. They will also examine the potential impact these factors could have on your estate plan, retirement savings and budget. 

Join us, bring your questions, and find out what planning opportunities are now available to you as a result of the new legislation!


Join Details

Once you register, you will be able to join the event.