Session 5: Tax Planning Opportunities with Linas Sudzius CLU, ChFC, Advanced Underwriting Consultants

Date

Feb 04 2026
Expired!

Time

2:00 pm - 2:45 pm

Session 5: Tax Planning Opportunities with Linas Sudzius CLU, ChFC, Advanced Underwriting Consultants

IAMS EVP Curtis Hawks visits with Linas Sudzius to unpack emerging tax planning opportunities tied to the OBBBA and evolving tax laws. Together, they explore what these changes could mean for income planning, retirement strategies, and proactive tax conversations – helping financial professionals stay ahead of policy shifts and better guide clients in an uncertain tax environment.

Speakers

  • Curtis Hawks
    Curtis Hawks
    Executive Vice President, CMO, IAMS, Inc.

    As the CMO and Executive Vice President of IAMS, Inc. Curtis works with advisors and agents in enhancing their business through a variety of strategies. Drawing on his many years of experience in this industry, Curtis provides business development, marketing, and casework solutions. His focus is on helping agents and their firm achieve their goals, with importance on long-term strategies aimed toward consistent growth.

  • Linas Sudzius
    Linas Sudzius
    CLU, ChFC, Advanced Underwriting Consultants

    In his 30+ year career in the tax law field, Linas Sudzius has become known as a go-to expert in the underwriting arena, serving clients nationwide and building a thriving consulting practice thanks to happy clients and glowing referrals.

Local Time

  • Timezone: Europe/London
  • Date: Feb 04 2026
  • Time: 8:00 pm - 8:45 pm

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