Overview

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.

TOPICS

• Pending changes to the current tax landscape
• The downside of doing nothing 
• Ideas to consider

SPEAKERS

Laura Beck, Esq. – Vice Chair Cummings & Lockwood and Chairman of the Private Clients Group
Patricia Small – Financial Advisor, Marcum Wealth

MODERATOR

John J. Mezzanotte, CPA – Marcum LLP’s Greenwich Office Managing Partner

WHO SHOULD ATTEND?

• Business Owners
• Individuals
• Professionals
• Trusted advisory
• Family members and trustees