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Date:
July 27, 2021
Time:
10:00 AM - 11:00 AM
Location:
Danville Senior Center: Hall C
Address:
115 East Prospect Avenue
Danville, CA 94526
Contact:
925-314-3430
Cost:
Free! Pre-registration required. Reference Barcode: 29562
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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?