October 11, 2021
Tax and Estate Law Changes
Please join us for our Tax & Estate Law Changes live video conference Wednesday, October 27th at 12noon! We have special guests Rick Pullum, President One Florida Bank, and Mitri Homsi, CPA and partner with Vestal & Wiler.Please join us for our Tax & Estate Law Changes live video conference Wednesday, October 27th at 12noon! We have special guests Rick Pullum, President One Florida Bank, and Mitri Homsi, CPA and partner with Vestal & Wiler.
We will discuss tax and estate law changes under negotiation in Congress, their potential effects on you, and what to be doing now to prepare. We will also take Q&A from you, our guests.
Proposed changes that we will discuss include:
- Higher capital gains and ordinary tax rates
- Negation of Roth conversions used by many to save taxes
- Lower exemptions for the estate tax subjecting many more families to this tax
- Senators’ proposed negation of step-up in cost basis at death
- Additional ACA surtax applied to S-corp owners
- Higher corporate rates affecting costs and profits for the companies we own in our retirement savings accounts.
Space limited, registration required.
David Witter, is the founder and CEO of Financial Harvest Wealth Advisors located in Winter Park, Florida. And Katie Witter is the co-owner and principal at Financial Harvest Wealth Advisors. They have two children, Kate, and Will.
