The outcome of the upcoming election will have a tremendous impact on taxes and estate planning. To find out what’s at stake, join host and Partner of Confluence Financial Partners, Greg Weimer, as he interviews Frank Fisher, Tax Managing Partner at Deloitte, and Tracy Zihmer, Founder of Zihmer Law Firm. Frank Fisher shares his expertise on each candidate’s tax proposal for the next four years, while Tracy Zihmer breaks down their respective plans for estate planning and inheritance taxes. You’ll get a non-partisan, objective overview of each candidate’s proposals and gain insights into how the election’s outcome could impact your life, retirement, and legacy. Don’t miss this one.
This session was recorded on September 24, 2020.
The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.
This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.
