How to strategize when so much is still up in the air?
Today’s post-pandemic environment requires flexibility, including tax, financial and estate planning. There is great uncertainty as to the pending income and estate tax landscape; which requires planning for several possible scenarios. Seasoned professionals will discuss how their practices help clients plan while incorporating the latest news available.
- Pending changes to the current tax landscape
- The downside of doing nothing
- Ideas to consider
Laura Beck, Esq. – Vice Chair Cummings & Lockwood and Chairman of the Private Clients Group
Patricia Small – Financial Advisor, Marcum Wealth
John J. Mezzanotte, CPA – Marcum LLP’s Greenwich Office Managing Partner
WHO SHOULD ATTEND?
- Business Owners
- Trusted advisory
- Family members and trustees