July 27, 2021
Danville Senior Center: Hall C
115 East Prospect Avenue
Danville, CA 94526
Free! Pre-registration required. Reference Barcode: 29562
Buzz Session - 2021 Income & Estate Tax Survival Workshop
Tuesday, July 27, 2021
Guest Speaker: John Lau
Sponsored By: Lau Financial Services (LFS) Wealth Advisors
Audience: 55 +
The 99.5% Act is causing many families to wonder how to best act to protect their wealth from the current tax proposals. Items to be presented during this webinar include:
1. How the current tax proposal would impact your income tax and your estate tax, even if you do not currently have a taxable estate.
2. Tax planning strategies for the year 2021 - The Golden Year for Planning.
3. What you can do now to minimize tax on your estate?
4. How can an IRA trust help minimize estate tax if you have a large IRA in your estate?