End of Year Tax & Legal Planning Webinar

As the end of the year approaches, it’s a good time to check and see if your family’s ducks are in a row. And this year, there are more ducks to keep track of than usual.

As you may have heard, Congress is currently considering a number of tax changes that may affect your family. Knowing what’s coming can help you plan ahead and avoid unnecessary tax exposure. With all the confusing news coming out of Washington, you may be wondering: Will my taxes change? What does this mean for my investment portfolio or my estate plan? Is there anything I should be doing to protect my family in preparation as the year comes to an end?

Join host Attorney Shannon P. McNulty as she speaks with Financial Advisor John Owens, from Brooklyn FI. Together they explain steps you should take now to prepare for the end of the year.

End of Year Tax Planning Webinar:

  • Get advice on year-end tax moves.
  • Understand President Biden’s proposed tax changes.
  • Ensure your family is protected going into 2022

Why we think you will like this online webinar:

Tax planning is for everyone, not just the wealthy. Without a plan, your family could be paying much more than necessary.

It can be intimidating, but you don’t have to figure it out alone. Arming yourself with knowledge and surrounding yourself with those in the know can help you achieve succes.


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Ms. McNulty speaks regularly at events for financial professionals, foreign nationals and parents. CLICK HERE to request Shannon to speak at your event.

legal planning book

The Complete Guide to Legal Planning for New York Parents
A step-by-step, practical guide of everything you need to know and everything you need to do to make sure your family is taken care of if tragedy strikes.