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Tax & Estate Law Changes Webinar

July 21, 2021 @ 12:00 pm - 1:00 pm EDT

Tax estate law changes july 2021 recording

Learn how to prepare now to be successful with expected tax and estate law changes at our LIVE video lunch panel chat on Wednesday, July 21, 12:00-12:45PM.

Carol Felsing, CPAAndrew Thompson, Esq. and David Witter, CFP will be discussing proposed tax and estate law changes and how they might affect you.

We will also answer questions submitted by participants, both before and during the conference.

Carol felsing, cpa with felsing llc; andrew thompson, esq. With zimmerman kiser sutcliffe; david a. Witter, cfp with financial harvest wealth advisors will be discussing tax & estate law changes

Estate law changes & updated tax law topics include:

  • Capital Gains Tax – how would proposed increases be implemented and how to prepare.
  • Ordinary income rate increases – who would be affected and planning strategies to mitigate.
  • Nullifying step-up in cost basis at death – impact on loved ones and how to mitigate.
  • 1031 Exchanges – proposed changes to cap gain deferral strategy and effects on you.
  • Reduction in Estate Tax Exemption – would proposed changes affect you and how to prepare.
  • Qualified Opportunity Zones – do above changes make them even more attractive?

Don’t Wait – Registration is required and space is limited to 100 participants.


July 21, 2021
12:00 pm - 1:00 pm EDT
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David A. Witter


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