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Biden's First 100 Days: Tax, Wealth & Estate Planning Update


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As we look back on the first 100 days of President Biden's administration, there have been many proposed changes to tax rates (both individual and business), estate planning considerations, and more. While the effective date for these changes remains unknown, being prepared is the best approach.


Join us on Thursday, May 6th for this FREE webinar where experts from DBL Law, Johnson Investment Counsel, and VonLehman CPA & Advisory Firm will discuss President Biden's tax plan overview and answer your questions during this live event. We encourage everyone to submit questions ahead of time for our panelists to answer.

Eligible for 1 hour of CPE.

Learning objectives:

  • Overview of President Biden’s Estate, Gift, and Generation-Skipping Transfer Tax Plan
  • Options for minimizing your exposure to estate taxes
  • Changes to tax exemption exclusions
  • Gift and estate tax considerations
  • Wealth management considerations
  • Tax-efficient investment management

Panel:

  • Adam Davey, CPA, CVA, CFE, Shareholder/Incoming Managing Partner, VonLehman CPA & Advisory Firm (Moderator)
  • Colleen Fausz, Esq., CPA, Associate Attorney, DBL Law
  • Jarrett Levitsky, CFP®, Senior Managing Director of Wealth Management Services, Johnson Investment Counsel
  • Lisa Riccardi, CPA, MBA, CTFA, Shareholder/Tax Expert, VonLehman CPA & Advisory Firm