Tax Planning For 2021 And Beyond

Tax Planning For 2021 & Beyond

A look Ahead Webinar Co-Hosted by SpringSource on April 21, 2021 Featuring SEI Tax Expert Dean Mattoli

During a virtual Lunch & Learn co-hosted by local wealth advisors from SpringSource Wealth Advisors. Oswego Wealth Advisors and Wellstone Wealth Management, guest expert Dean Mioli, Director of Investment Planning at SEI, explored possible changes to the tax code and what it could mean for you.

The webinar discussion highlighted:

  • Proposed tax law changes from the Biden administration;
  • Potential impact of proposed changes on investors;
  • Potential effects of the interest rate environment; and,
  • Ways tax-management can help you achieve your financial goals.

The full transcript of the event reviewed will be made available here as soon as possible.