Tax Strategies for the Current Landscape
Christopher P. Hennessey, Lawyer and CPA Member of the Putnam Advisory Group - Putnam Advisory Group
Anthony Zanetti Branch Manager
During our discussion today we will examine the current tax landscape in detail, including income and estate/gift taxes. Actionable planning considerations will be highlighted to uncover potential opportunities you can discuss with your financial advisor, tax professional, and estate planning attorney.
There is no obligation or cost for this event. Christopher Hennessey & Putnam Investments are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC Member