Legislative and administrative proposal affecting the private client. 23 June 2021

Host group
Host Left
Hosted by
STEP Los Angeles
Event Type
Web Event
Date
-

Live Webinar

Speakers:

  • Mary Duffy, Managing Director Andersen
  • Laura Zwicker, Partner, Greenberg Glusker

Program Description:

The Treasury Department released its “Green Book” on May 28th. The Green Book provides the clearest view yet of the Biden Administration’s legislative priorities, including the revenue raising proposals accompanying an ambitious spending plan. Many of those revenue raising proposals are in the form of tax increases, specifically aimed at high-net-worth individuals – both in the form of income tax increases and significant revisions to the estate and gift tax regime. The panel will discuss in detail the Administration’s proposals, specifically as they relate to high-net-worth private clients and provide possible planning tools that might be implemented in anticipation of some or all of the proposals making their way into law. 

Please join us!

Webinar Link & Materials: An email with the webinar access link along with the materials will be sent after 9:00 am on the morning of the program.

Registration ends at 9:00 am PST on June 23, 2021

Cost group
Event Cost
Complimentary
Schedule
12:00 pm to 1:30 pm P.S.T (3:00 pm E.S.T)
CPD Points
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Contact
STEP LA
-
[email protected]
Add to Calendar 2021-06-23 12:00:00 2021-06-23 13:30:00 Legislative and administrative proposal affecting the private client. 23 June 2021 Live Webinar Speakers: Mary Duffy, Managing Director Andersen Laura Zwicker, Partner, Greenberg Glusker Program Description: The Treasury Department released its “Green Book” on May 28th. The Green Book provides the clearest view yet of the Biden Administration’s legislative priorities, including the revenue raising proposals accompanying an ambitious spending plan. Many of those revenue raising proposals are in the form of tax increases, specifically aimed at high-net-worth individuals – both in the form of income tax increases and significant revisions to the estate and gift tax regime. The panel will discuss in detail the Administration’s proposals, specifically as they relate to high-net-worth private clients and provide possible planning tools that might be implemented in anticipation of some or all of the proposals making their way into law.  Please join us! Webinar Link & Materials: An email with the webinar access link along with the materials will be sent after 9:00 am on the morning of the program. Registration ends at 9:00 am PST on June 23, 2021 STEP Los Angeles STEP Los Angeles Europe/London public