About Platinum Wealth Management Group, Inc.
Platinum Wealth Management Group, Inc. is a collection of financial and insurance professionals dedicated to helping families reach their goals. Our objective is to serve our clients with a variety of products and services that fit the unique needs of each family. We believe that wealth management services are not just for the wealthy. Every family deserves the best services available and every family deserves a greater peace of mind that comes with it.
We have years of industry experience and have helped over a thousand families understand, plan and implement a financial and insurance portfolio. Our professional team will work together to help you design a strategy that addresses not only the financial issues, but tax and estate planning issues as well. At Platinum Wealth Management Group, Inc., we can offer you a unique perspective into what we call the “Platinum Standard”.
Special Educational Event - Time May be Running Out on the Tax Cuts and Jobs Act – What You Need to Consider?
The Tax Cuts & Jobs Act (TCJA) is scheduled to “sunset” at the end of 2025, however, a Biden presidency could significantly change the tax laws as soon as next year. Join us as we explore the Income and Estate Tax changes proposed by former Vice President Biden, the potential planning ideas to consider, and the techniques you can use to mitigate income and estate tax exposure. THIS EVENT IS NOT SUPPORTIVE OF ANY POLITICAL VIEWPOINT AND IS BEING HELD FOR INFORMATIONAL PURPOSES FROM A PLANNING PERSPECTIVE.
This special 60-minute event will help you become more knowledgeable about current and proposed tax laws as well as things to consider when planning for year end. Topics include:
- Income Tax Rates
- Long-Term Capital Gains and Qualified Dividends
- Social Security (FICA) Tax
- Itemized Deductions
- The Estate Tax Exemption Amount
- Basis Step-up
