Don't Miss the Forest 
for the Trees

By historical standards, tax rates today are low.  There has been a steady downward trend over the past 100 years – that is clear.  However, rising taxes at the federal, state, and local levels are likely and new taxes are being pondered.  Tax increases are viewed by many as a needed step both to achieve short-term goals and to lay the foundation for a strong fiscal future – but your client families may disagree.

Trey and Joe will:

• Share insights regarding the potential tax impact and what options you may consider
• Discuss where we’ve been and the tax theory post-COVID
• Provide 2 concrete examples to help your profitable business owners save taxes this year
  

Please provide the requested information to access the recording for this event:

Join Trey and Joe
for a 15-minute webinar to discuss 2 specific year-end tax planning strategies for profitable business owners.

Recorded: Tuesday, November 10, 2020

7:30am - 7:45am PT 

(You will receive an email with instruction on how to access the recording within approximately 10-Minutes.  Please check your spam.junk folder.)