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3 min read

Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024

By NAIFA-Texas on 8/22/23 9:06 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025. The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving planning opportunities and prepare your clients effectively for the imminent shifts in the tax landscape.

Topics: Financial Planning #NAIFAProud Legacy Planning Tools Taxes
1 min read

A Higher Salary Doesn't Mean More Wealth?

By NAIFA-Texas on 10/6/21 7:02 PM

Millennials are making more money than any previous generation... so why are they less wealthy?

Topics: Financial Planning Financial Security

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