There’s been a flurry of news coverage, about potential changes coming to various tax laws including income, estate and gift laws that could impact tax planning. As a result, business owners, real estate investors, high-wealth families and their advisors are reevaluating their financial planning strategies for the remainder of 2021. While there is still a level of uncertainty surrounding what will actually be enacted, our panel of experts will explore opportunities currently available to you, dissect what challenges exist and may be on the horizon for your financial planning.
What we will cover
- How to address potential increases to federal income tax
- What changes are in store for income tax and deductions
- The possibility of capital gains changes and its impact
- Estate tax changes – what to expect and how to plan accordingly
- Updates to Like-Kind Exchange – How to navigate the updated rules
Details
Thursday, November 4th | 9-10AM
Panelists
- Alisa Roth, Wealth Advisor - Mariner Holdings
- Karla K. Shepard, Attorney - Seigfreid Bingham P.C.
- CBIZ tax experts and moderators: Kathy Rhodes, Michelle Brown