Florida Tax and Wealth Webinar

Capitol building
  • 3/24/2021
  • Webinar
  • Hosting Speaking

11 – 11:45 a.m. ET

The markets continue to perform while the economy continues to be mired by the lingering effects of the pandemic — and the question on many investors’ minds is: What do I do now about my portfolio, taxes, and financial future?

Please join us for a complimentary webinar where we will discuss taxes, the economy, and the markets’ impact on your portfolio and your wallet. Learn how to look for opportunities to make long-term plans in the market while preparing for potential short-term volatility.

Topics include:

  • The forward movement on the post-election Biden tax reform proposal
  • The 2026 estate tax sunset provision in the Tax Cuts and Jobs Act of 2017
  • Market trends to watch in 2021 and beyond
  • What the average investor needs to know now


  • Dean Bosco, Principal, CliftonLarsonAllen Wealth Advisors, LLC — Orlando
  • Chastity Wilson, Managing Principal of the National Tax Office CliftonLarsonAllen, LLP — Orlando
  • Christopher Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC — Tampa
  • Adam Bourk, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC — Naples

Please register by March 19, 2021, as space is limited.
You will receive your webinar link in your confirmation email after registering.

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