When
Thursday, February 9, 2023 from 2:00 PM to 3:30 PM PST
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Where
This is an online event.
Annette Brinton
Waypoint Wealth Partners
Michael Hathaway
Epsilon Financial Group
Thomas Howard
Bedell Frazier
Eileen Loustau
Asti Financial Management
Danielle Miura
Spark Financials
Megan Rouse
Megan Rouse Financial Planning
Jason Terhune
Capital Advantage, Inc.
Amanda Walker
Concentric Wealth Management
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Annette Brinton
Waypoint Wealth Partners
Michael Hathaway
Epsilon Financial Group
Thomas Howard
Bedell Frazier
Eileen Loustau
Asti Financial Management
Danielle Miura
Spark Financials
Megan Rouse
Megan Rouse Financial Planning
Jason Terhune
Capital Advantage, Inc.
Amanda Walker
Concentric Wealth Management
FPA East Bay NexGen Hosted Zoom meeting 2/9/23
In this session, we will discuss the latest tax changes related to Secure Act 2.0 and how they may impact clients. We will look at planning considerations and hypotheticals related to both the current and enacted law, and look ahead to tax provisions scheduled to expire in the next 24 months.