About This Episode

The end of the year is approaching, and time is running out for 2021 tax planning. Compounding the problem is the uncertainty around taxes. Pandemic, massive spending proposals and a record high level of debt have created an impasse in Washington and increased levels of anxiety among wealthy clients. Over the last year, the Biden administration and Congress have proposed several unprecedented changes to taxes that would impact investing for affluent clients. With the specter of tax reform and the end of the year on the horizon, my guest today, Ryan Bertrand, is here to provide guidance for financial advisors.

About Our Guest

Ryan Bertrand is a vice president and managing director with Transamerica’s Advanced Markets Group. He has more than a decade of experience in the financial services industry. Ryan’s group focuses on estate planning, financial planning, taxation, retirement plans, and charitable planning. By focusing on those areas, he can identify business opportunities using advanced financial planning strategies.

Show Notes

Here is a link to the Transamerica advanced markets page, and here is a link to additional resources available from Transamerica.

Here is a link to the sessions in AP Thought Leader Summit, held in September 2021.