On-Demand Webinar | Finding Opportunities in a Changing Landscape: Tax Law and Regulatory Update

Finding Opportunities in a Changing Landscape: Tax Law and Regulatory Update

Ready to open a lemonade stand yet? Take advantage of temporarily low asset valuations and high transfer tax exemptions to shelter maximum wealth from future estate taxes. Find alternatives to IRA stretch planning eliminated by the SECURE Act. Understand the new transfer-for-value rules and how to cure taxable transfers. Consider how “best interest” requirements can give the most professional advisors a competitive advantage. Michael Amoia and Lillian Vogl will share their recipes for making the most out of these recent challenges in the market and regulatory landscape, and more.

03.20 ADVM20-9433-A, 0321

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For Insurance Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any particular client or class of clients. For use with non-registered products only. Crump operates under the license of Crump Life Insurance Services, Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states.

Finding Opportunities in a Changing Landscape: Tax Law and Regulatory Update

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