Overview

Many important tax-planning strategies are in the spotlight this year as Congress considers several changes to current tax law. No matter what happens in Washington, planning before year-end can better prepare you for the upcoming tax season.

For the insight you will need, you’re invited to an in-depth discussion of current tax developments and how proposed legislative changes could impact your tax planning for 2022 and beyond. 

Led by tax leaders from Marcum and Waller Law, the webinar will be comprehensive for both individuals and businesses, and provide attendees the opportunity for panelists to address questions asked before and during the event.

TOPICS 

  • Developments in Individual and Business Taxation
  • Trust and Estate Tax Updates

PANELISTS 

Jim Lundy, Partner, Tax & Business Services | Marcum LLP
Bryan Jones, Partner, Tax & Business Services | Marcum LLP
Steven Reiss, Manager, Tax & Business Services | Marcum LLP
Shane Morris, Partner | Waller
Jill Mastroianni, Associate | Waller

MODERATORS 

Cathy Werthan, Partner, Tax & Business Services | Marcum LLP
Aaron Flinn,  Partner | Waller

Credits

CPE Credits
This forum has applied for one hour of Continuing Professional Education credit for CPAs in the area of Taxation.

CLE Credits
This forum has applied for one general CLE credit hour in Tennessee.