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Upcoming Event

Webinar | What Investors Need to Know About Potential Tax Law Changes

Wed. June 23, 2021
1:00 pm - 2:00 pm

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Hosted by CLA | This webinar is part of CLA's "Financial Health Webinar Series for Individuals." In this particular webinar, you will learn about proposed tax code changes that could have a big effect on investors. With tax policies in flux, their speakers will explain what you need to know for your portfolio in 2021 and beyond. They will discuss current proposals for estate tax, individual income tax rates, and real estate and Opportunity Zone reforms.

TOPICS, where at the end of this session, you will be able to:
• Identify potential tax law changes that could impact your investment portfolio.

Who should attend
• This session is designed for individuals interested in market, economic, and tax updates.

Mike Prinzo, Managing Principal of Tax, CLA
Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC
Abby Butz, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
Derek Hicks, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC

Wednesday, June 23, 2021
1:00 p.m. - 2:00 p.m. ET


Recommended CPE: 1 credit, Taxes
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based

View CPE sponsorship information here

Compliments of CliftonLarsonAllen - a member of the EACCNY.


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