Earlier this year, we invited Dan Harris, attorney and partner at Shuffield Lowman, for a Virtual Coffee Talk. During the discussion, we looked at what you can be doing in the face of recent, and upcoming, legal, economic, and social changes. Now, months later, the insights we discussed remain timely and helpful, especially given the uncertainties of projected impending changes to federal income tax code.
In this live Zoom event recording, we assess case studies to help build relevance to your situation. The case studies are designed to address how the Coronavirus Aid, Relief, and Economic Security Act, (CARES ACT), Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE ACT), tax reform, Consolidated Appropriations Act of 2021, deficit spending, and anticipated changes from new leadership are and will impact current and future tax and estate planning opportunities.
In case you missed the live Zoom event, we are offering it as a prerecorded webinar, you can access easily and at no cost. Just fill out the form below to be taken to the recording now.