Will we see tax changes this year? If so, how might they affect your personal tax situation and investments? Join our BKD Trusted Advisors™ as they share answers to these questions, insights on the proposals being discussed, and guidance to help you plan amid uncertainty.

Learning Objectives 

Upon completion of this program, participants will be able to: 

  • Discuss the tax-related proposals targeted at high-income Americans currently included in the American Families Plan
  • Explain the outlook and possible timeline for enactment 
  • Recognize tax and investment planning ideas and opportunities     

FORVIS Private Client services may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by FORVIS, LLP. The information in this presentation should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies, mentioned in this presentation may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax, or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.

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