IDFA Online Learning
Uncharted Territory: Biden's Proposed Tax Policy
Includes a Live Event on 05/18/2021 at 1:00 PM (EDT)
Join us for a special presentation, Uncharted Territory: Biden’s Proposed Tax Policy, to gain a better understanding of his tax proposal and how to leverage it successfully within your financial planning practice.
During this presentation, we will:
• Provide an Overview of Biden’s Tax Proposal
• Highlight Major Changes and the Potential Impact of Each
• Explore Planning Opportunities
• Share Strategies to Engage Prospects by Talking About Taxes
Lead Trainer, RightCapital Financial Planning Software
Daniel is the Lead Trainer at RightCapital Financial Planning Software. During his three years with RightCapital he has become a product expert and enjoys sharing his knowledge with advisors. His is responsible for producing Help Center Content, Training Videos & Webinars for RightCapital Users.