Navigating Today's Tax Environment
Name:
Navigating Today's Tax Environment
Date:
September 22, 2021
Time:
12:00 PM - 1:00 PM EDT
Registration:
Sorry, public registration for this event has been closed.
Event Description:
Let’s talk about your taxes today and how they are changing this year! Learn how to look at your portfolio through a tax-efficiency lens and see what you can do to help manage the taxes on your investments.
*This event is offered through Rebecca Lackey, Financial Planner of Prudential Insurance Company of America, rebecca.l.lackey@prudential.com.
Topics for discussion will include:
- Impact of the Tax Cuts and Jobs Act of 2017
- Tax planning strategies
- The importance of tax-efficient investing
Stephen Gilbert, CFP®, CLU®, ChFC®, RICP®, CRPC®
Director, Advanced Planning Group, Prudential Annuities®
Steve possesses a broad depth of experience that comes from over 25 years of service in the financial services industry. As part of Prudential Annuities’ Advanced Planning and Solutions team, Steve works extensively with financial professionals, CPAs, and attorneys, aiding with the complexities and opportunities of retirement planning, income distribution, and estate planning.
Steve is a frequent speaker and published author on subjects including retirement, estate, gift, and income tax planning. In addition to providing support to financial professionals, Steve works alongside the Prudential Annuities National Sales Desk to provide support to the Prudential Annuities Sales and Distribution organization.
Prudential Annuities is providing this workshop for informational or educational purposes only and does not provide investment advice or recommendations about managing or investing your retirement savings.
*This event is offered through Rebecca Lackey, Financial Planner of Prudential Insurance Company of America, rebecca.l.lackey@prudential.com.
Topics for discussion will include:
- Impact of the Tax Cuts and Jobs Act of 2017
- Tax planning strategies
- The importance of tax-efficient investing
Stephen Gilbert, CFP®, CLU®, ChFC®, RICP®, CRPC®
Director, Advanced Planning Group, Prudential Annuities®
Steve possesses a broad depth of experience that comes from over 25 years of service in the financial services industry. As part of Prudential Annuities’ Advanced Planning and Solutions team, Steve works extensively with financial professionals, CPAs, and attorneys, aiding with the complexities and opportunities of retirement planning, income distribution, and estate planning.
Steve is a frequent speaker and published author on subjects including retirement, estate, gift, and income tax planning. In addition to providing support to financial professionals, Steve works alongside the Prudential Annuities National Sales Desk to provide support to the Prudential Annuities Sales and Distribution organization.
Prudential Annuities is providing this workshop for informational or educational purposes only and does not provide investment advice or recommendations about managing or investing your retirement savings.
