Broker Check
30 March
Actionable tax planning strategies for the current landscape

Description

Please join us on: 

March 30, 2022 @1pm MST

For a brief discussion:

Since the passage of the Tax Cuts and Jobs Act (TCJA) in 2017, most taxpayers are experiencing a relatively favorable income and estate tax environment. However, certain factors suggest that taxes may be headed higher in the near future, including pressure on the federal government to raise revenue to combat rising budget deficits. Additionally, if no legislative action occurs, current tax rates and provisions expire at the end of 2025. This workshop reviews the current income, gift, and estate tax landscapes and suggests a number of actionable planning strategies.

 

We will address:

  • Tactical, tax-smart planning for deductions
  • Strategies to hedge the risk of higher taxes in the future
  • Tax-related considerations for intergenerational wealth transfer

 

Host:

Pavlos Panagopoulos, CFP® - Financial Consultant, Cetera Advisor Networks LLC

 

Featuring:

Chris Hennessey, J.D., C.P.A. – Financial Planner and Professor Emeritus of Law at Babson College

Levin Wilson – Regional Consultant, Putnam Investments

 Please see attached concise invite Here!

Webinar Registration/Access Link:

 Please register to receive the zoom link to login!

Please register on or by 03/30/2022

 

Investing in mutual funds is subject to risk and loss of principal.  There is no assurance or certainty that an investment strategy will be successful in meeting its objectives.  Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing.  Contact Pavlos Panagopoulos Certified financial planner: at 11000 Spain RD NE Building E, Albuquerque, NM 87111 or 505-828-4068 to obtain a prospectus, which should be read carefully before investing or sending money.

There is no guarantee that any forecasts or opinions expressed in this event will be realized.  Information should not be construed as legal, estate tax, retirement or financial planning advice.  Securities and investment advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Registered Branch Office address of Cetera Advisor Networks LLC: 2500 Louisiana Blvd, NE Suite 102, Albuquerque, NM. 

Cetera is under separate ownership from any other named entity. (Chris Hennessey and Levin Wilson) is not registered or affiliated with Cetera.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. 

 

Putnam Retail Management

100 Federal Street

Boston, MA 02110

 

For informational purposes only. Not an investment recommendation.

 

This email may contain an advertisement, is for the intended recipient only, and is not meant to be forwarded or distributed in any other format. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument, or security, or as an official confirmation of any transaction. Putnam does not accept purchase or redemptions of securities, instructions, or authorizations that are sent via email. All market prices, data, and other information are not warranted as to completeness or accuracy and are subject to change without notice. Any comments or statements made herein do not necessarily reflect those of Putnam Investments and its subsidiaries and affiliates. 

 

If you do not wish to receive future news, announcements, or product updates from Putnam Investments via email, please reply to this email with "UNSUBSCRIBE" in the Subject line or call Putnam at 1-800-354-4000 and ask to have your name deleted from our mailing list. We will make the change to our records within 10 days.


Date and Time

Wed, Mar 30, 2022

1:00p - 2:00p MST

Location

VIA ZOOM

PT1H
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