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We are in an election year with potentially significant tax policy implications. As this year’s presidential candidates take significantly opposite positions on such important issues as the estate tax/exemption, the top capital-gains rate, as well as individual/corporate tax brackets, a lot hangs in the balance. The results will impact financial professionals, high-net-worth (HNW) individuals and business owners, as well as potential sales opportunities.

Join this complimentary webcast to learn planning techniques you should discuss now with HNW and business-owner clients about Biden’s tax proposals so that clients can execute on a strategy quickly. Topics covered will include:

  • What the elimination of the basis step-up would potentially look like
  • How lower exemptions could impact the wealth transfer market
  • Planning techniques if the top marginal rates imposed on high-income earners are raised
  • Creative bracket/entity planning if the corporate income tax rate increases
  • Planning techniques in the face of increased capital gains rates and the capping of itemized deductions imposed on high-income individuals
  • Planning techniques if the Social Security tax on high income earners is expanded
  • What to do if Section 199A Deduction Phaseout is implemented for business owners with incomes exceeding $400,000

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Magner Jim Magner, JD, CLU®, ChFC®

Jim Magner is an advanced markets consultant at The Guardian Life Insurance Company of America. Prior to joining Guardian, Jim was General Counsel for a national broker dealer/brokerage general agency. Jim previously worked as an Attorney-Advisor in the IRS’s Office of Chief Counsel, in Washington, DC. While with the Office of Chief Counsel, Jim wrote private and public rulings on estate, gift, GST and charitable remainder trust issues. Jim’s articles have appeared in such publications as Estate Planning, Tax Notes, the Journal of Financial Service Professionals and Steve Leimberg’s newsletters. Jim has co-authored a number of books on estate and insurance planning topics, including Estate and Personal Financial Planning and Tools & Techniques of Life Settlement Planning.

Geeraerts Michael Geeraerts, CPA, JD, CGMA, CLU®

The Business Resource Center for Advanced Markets

Michael is an advanced markets consultant at the Business Resource Center at The Guardian Life Insurance Company of America. Michael advises Guardian Financial Representatives on overall tax planning, business succession planning, and nonqualified executive benefits planning. Michael has written numerous articles for national publications on a variety of estate, business, and income tax planning strategies. Prior to joining Guardian, Michael was a manager at PricewaterhouseCoopers LLP and a tax consultant at KPMG LLP. Michael’s experiences range from preparing tax returns for middle-market companies, auditing mutual funds’ financial statements, to researching unique tax strategies for various companies.

Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2020 The Guardian Life Insurance Company of America. ThinkAdvisor is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Clients should consult their tax, legal, or accounting professional regarding their individual situation. The material in this presentation relies on current information and is subject to change depending on election outcome and legislation, if any enacted, and is subject to change without notice. For producer use only. Not for use with or distribution to the general public. 2020-108015 (Exp. 09/24/20)