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Register for Tax & Estate Law Changes Webinar – Limited to 100 Participants

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Register for tax & estate law changes webinar - limited to 100 participants

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. Register using the form below.

Carol Felsing, CPA, Andrew 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.

Please register below. We will then send you the link/ dial-in number to attend via email.

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Registration for this event is closed but you may still sign up below and we will alert you when the recording becomes available.

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For registration questions please email or call Danica@financialharvest.com, 407-937-0707

Financial Harvest Wealth Advisors creates a safe environment in our office for visiting clients by practicing social distancing, wearing masks, and we have installed UV lights in our A/C system. Or, we'll work with you via Zoom or telephone conference. Your health, well-being, and peace of mind is our primary concern.