The new tax law significantly impacts your clients – both individuals as well as business owners.
The changes to the law have left many clients in need of assistance when aligning the demands of their tax liabilities and their holistic financial planning needs.
Expert panelists will detail what advisors need to know about the new law and how their clients — and their practice — can benefit from that knowledge.
Key Speakers
Moderator: Charles Paikert
Senior Editor,
Financial Planning
Sheryl Rowling
Head of Rebalancing Solutions,
Morningstar
Bill Morgan
Financial Advisor
Buckingham Strategic Wealth
