Today, the tax code holds significant deductions, credits, and exemptions that are set to expire in 2025. And if the Oval Office or the Senate changes hands, changes to the tax code could arrive much sooner. Regardless of your individual political viewpoint, now is the time to understand and capture these opportunities.
It’s with all of this in mind, that we invite you to view this webinar that will help you identify existing tax opportunities and leverage them as part of your long-term wealth management strategy.
On this one-hour webinar, you will learn…
- what changes to the tax code are scheduled for 2025
- deductions and credits that should be captured now
- what recent rhetoric out of Washington could mean for the big picture
- important considerations, whether your net worth is $500,000 or $50 million
- how all of this fits into your long-term wealth management strategy
Meet the Presenters:
Andrew Bass, Chief Wealth Officer
Andrew has been a member of the Telemus team since its inception in 2005. As the Chief Wealth Officer, Andrew is responsible for all strategic financial and life management services. He works with high-net-worth members to ensure their financial life plans are designed to achieve realistic goals in both the short and long term. With both his B.B.A. and M.B.A. from the University of Michigan, Andrew brings an entire career’s worth of tax and financial services experience to Telemus.
Bob Hochkins AWMA®, Associate Financial Life Advisor
Bob has been a member of the Telemus team since 2013. As an Associate Financial Life Advisor, Bob is an integral part of the member account team, providing account analysis, account reporting, and also handles portfolio construction. After receiving his degree from Central Michigan University, Bob served as a Relationship Banker for JP Morgan Chase where he helped his clients manage their accounts and make smarter decisions with their finances. Bob spends his free time golfing, playing hockey, and attending sporting events. He also enjoys spending time with his friends, family, and his dog, Lucy.
Telemus conducts educational webinars throughout the year. Interested in attending our next live webinar? Simply contact us at 248-827-1800.