Taxing Times: Debt, Tax Reform, and Strategies for Uncertainty

Tuesday, December 14, 2021

11:00 AM EST | 8:00 AM PST

60 minutes

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Change happens whether we want it to or not. With the potential for tax changes, your clients will be looking to you for guidance. This presentation covers national debt, the current status on tax reform and strategies for uncertainty. Specific areas of emphasis include: Tax diversification strategies for your clients, Social Security, Medicare, the pros/cons and future of Roth conversions, Gifting as a tax reduction tool, trusts and strategies for high net worth clients.

Learning Objectives include:

  • Social Security
  • Medicare
  • Tax Diversification



Ryan C. Bertrand, CFP®, CLU®| Headshot

Ryan C. Bertrand, CFP®, CLU®|
Vice President and Managing Director, Advanced Markets

Ryan joined the Transamerica Advanced Markets Group with more than a decade of experience in the financial services industry. Prior to joining Transamerica Capital, Inc., Ryan was a director at Jackson National Life Distributors Retirement and Wealth Strategies Group.

Ryan brings his experience to a highly professional group that focuses on estate planning, financial planning, taxation, retirement plans, and charitable planning. By focusing on these areas, he is able to identify business opportunities through the use of advanced financial planning strategies. Ryan is dedicated to helping representatives build their businesses and helping their clients by providing effective guidance, case design, and strategies.

Ryan’s background and experience provide an essential component for Advanced Markets. Working with the rest of the group, Ryan helps create a professional department that can provide assistance in financial planning, estate planning, taxation, retirement plans, and charitable giving.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.