May 4, 2021 @ 3:00 pm – 4:00 pm

Update on Potential Tax Legislative Changes relating to Individual, Corporate and Transfer Taxes for Executives and High Net Worth Individuals


This presentation will highlight key components currently under discussion in Washington regarding potential legislation supported by members of Congress and the Administration.

Specifically, the presentation will address three broad areas:

  1. The current sentiment in Washington regarding current proposals moving through Congress and likelihood of success given the political climate;
  2. The impact such changes may have on planning for high net worth individuals from a “gift and estate tax” or transfer tax perspective, including the Federal income taxation of trusts and estates;
  3. The ripple effect such changes could have from a state income tax perspective on implemented tax planning strategies (ie: irrevocable life insurance trusts or dynastic trusts).