With the new Presidential administration—and a shift in Congressional power—new and potential changes to individual income, gift, and estate tax laws are on the horizon. In particular, earlier this year President Biden introduced a number of such proposed changes in his “American Families Plan.” Recently, House Democrats unveiled their proposed tax plan to fund the $3.5 trillion “Build Back Better” reconciliation spending bill. Components in each have the potential to significantly impact family wealth planning by the end of the year or sooner.
WHAT YOU WILL LEARN
CPA Bruce Knowlton of Moss Adams will first examine the potentially significant impacts of these proposed tax changes on business owners and high-net-worth individuals.
Attorney Steven L. Hwang of Finch, Thornton & Baird, LLP will then highlight some of the practical—and advanced—tax and estate planning techniques you can employ to preserve family wealth in light of this changing tax environment.
Don’t miss this timely event created specifically with high-net-worth construction and business owners—and their families—in mind! Because the new tax environment could very likely compromise your ability to preserve your family wealth for years to come.
COVID Precautions In Force
The large, first-floor conference room in which the seminar will be held is cleaned and disinfected after each use. In addition, the day porter enters to clean and disinfect conference rooms at least once a day (with or without reservations). Available restrooms are thoroughly cleaned and disinfected every night by the night Sunday thru Thursday, and periodically throughout the day.
A SEMINAR CO-HOSTED BY
