Todd Phillips's Schedule
Now what? Given that President Biden will no longer be the 47th president, what could possibly happen to taxes come November? Will income tax brackets remain or be increased? Will capital gains tax be changed? Will the federal estate tax credit be increased or decreased? Will the federal lifetime gift allowance remain the highest in history, or will it be reduced to pre-2006 levels? Will the onerous Stealth Estate Tax on retirement accounts remain? Will the Tax Cut and Jobs Act be repealed? Will the Tax Doomsday of December 31, 2025, become a reality?
All of these questions, plus many more relevant estate, income, charitable, and asset protection questions, will be answered by our team of experts, David T. Phillips, CEO of Estate Planning Specialists, Rick Durfee, founder and senior partner of one of the premiere estate planning law firms in the country, and Todd Phillips, safe money authority and president of Estate Planning Specialists.
Each attendee will also receive a complimentary copy of 10 Most Common Estate Planning Mistakes and How to Avoid Them, by David T. Phillips, as well as a 50% discount on all of our publications, including The Family Bank Strategy and Trust Issues, Rick Durfee’s new book, and Todd Phillips’ latest edition of his book, The Future of Retirement Savings.
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- Talk to Top Money Experts Up Close and in Person
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Todd Phillips's Profile
Todd Phillips is the president of Estate Planning Specialists LLC. Mr. Phillips has been helping people across the country with their insurance and investments since 1995. His primary responsibilities are monitoring and analyzing safe money investment products and designs, from delayed single premium immediate annuities (DIA) to complicated estate planning. Mr. Phillips' talent is in assimilating the intricacies of the plans and breaking them down in a concise manner for nationwide clientele.