Mr. Siegel addresses the latest developments in tax legislation and proposals that will impact wealthy clients. With plenty of political uncertainty around the incoming presidential administration, advisors can provide significant value by educating clients and providing clear strategic guidance.

Speaker:

Steve Siegel, JD, LL.M

President, The Siegel Group 

Premier Continuing Education (CE):

- 1.5 hours of tax & regulations CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected