Strategies for Tax Planning in 2021

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  • 53 mins 47 secs
Tax planning continues to be a key way to add value to client relationships, and the changes in laws in recent years make it even more important for financial professionals to keep up with the best strategies. This session provides actionable ideas around:

  • Managing income in a tax efficient manner and the benefit of tax deductions

  • Unique strategies for business owners, corporate executives and retirees
 
This video is available for one hour of CE credit for CFP and CIMA designations.

Channel

PIMCO




PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the nearly 50 years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.

Visit pimco.com

CMR2021-0426-1622494

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