Bill Cass Tax Presentation Replay from Carter Investment Conference 2026

Actionable Tax Planning Strategies for the Current Landscape Bill Cass, CFP®, CPWA® | Director of Wealth Planning, Franklin Templeton Academy Recorded at the Carter Investment Conference on October 8, 2026, this presentation features Bill Cass of Franklin Templeton Academy discussing the current tax landscape and practical planning considerations for individuals and families. Bill reviews recent tax law changes and explores actionable strategies related to tax-efficient investing, charitable giving, Roth conversions, retirement income, estate planning and the transfer of wealth. His presentation also considers how changing tax policy and long-term fiscal pressures may influence planning decisions in the years ahead. Bill serves as Director of Wealth Planning for Franklin Templeton Academy and leads a team focused on helping financial advisors navigate taxes, wealth transfer, retirement, college funding and Washington policy developments. Watch the replay to hear practical ideas for navigating today’s evolving tax environment.