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Lunch & Learn: Tax Strategies for the Current Landscape Thumbnail

Lunch & Learn: Tax Strategies for the Current Landscape



Date: Thursday, December 1, 2022

Time: 12:15pm - 12:45pm (CST)


From recent changes due to the Tax Cuts and Jobs Act (TCJA), to the risk of higher taxes in the near-future, taxpayers face challenges in managing their current tax bill while planning for an uncertain future. 

This Lunch & Learn Event examines key income and estate tax planning strategies including maximizing the use of deductions, taking advantage of (current) lower tax brackets, and efficient means of transferring wealth.

We'll provide actionable planning ideas:

1. How to maximize popular deductions,

2. Take advantage of lower tax brackets,

3. Estate planning under the new law.


Guest Speaker:  Patrick Caine, Wealth Management Specialist – Putnam Funds

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purposes of avoiding penalties that may be imposed by law. This material is for informational purposes only. Herr Capital Management, llc, APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions. The views and opinions expressed are those of the presenter, are subject to change with market conditions, and are not meant as investment advice. Putnam Funds is not affiliated with American Portfolios nor Herr Capital Management. Information has been obtained from sources believed to be reliable and are subject to change without notification. The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation. Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status and risk tolerance. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal. Any opinions expressed in this form are not the opinions or views of American Portfolios. Opinions expressed are those of the speakers only.

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