Understanding Tax Law Changes – Capital Group – 2.26.19

Advertisement

Summary:

Now On Demand.

Recent tax law changes open significant potential benefits for investors. Advisors who understand unique situations resulting from the tax law can help clients take advantage. Small businesses, individuals and family estates all need to consider tax-optimized strategies for 2019 and beyond. Join us for an in-depth discussion that will provide insights on how to understand:

  • Tax law changes affecting your clients
  • Small business structuring for tax considerations
  • Estate planning strategies to maximize tax benefits
  • Charitable giving options


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speaker:
Jeffrey R. Brooks
Wealth Strategist
Capital Group – American Funds

Jeffrey R. Brooks is a wealth strategist at American Funds, part of Capital Group. He has 22 years of industry experience and joined Capital Group in 2018. Prior to joining Capital, Jeff worked in the role of senior wealth strategist at UBS Financial Services and before that in a similar role at Merrill Lynch/Bank of America. Earlier in his career, Jeff practiced law exclusively in the areas of probate, trust and estate administration and worked for a Probate Court. He holds a juris doctor degree from the University of Missouri, Columbia and a bachelor’s degree in journalism (broadcast sequence), also from the University of Missouri, Columbia. He is a member of the Missouri Bar. Jeff is based in Los Angeles.

Overview:
Title: Understanding Tax Law Changes
Date: Tuesday, February 26, 2019
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

Register Now:
Already Registered?
*First Name
*Last Name
*Email
*Work Phone
*Company
*Title
*State
*Type of Advisor
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMASM CE Credit for webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
CFP #
IMCA (CIMA, CIMC or CPWA) #
Zip Code for IMCA Submission
CFA Institute ID
Please submit any questions for our speakers
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation. Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments. All Capital Group trademarks referenced are registered trademarks owned by The Capital Group Companies, Inc. or an affiliated company. All other company and product names mentioned are the trademarks or registered trademarks of their respective companies. Securities offered through American Funds Distributors, Inc.