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

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.

Speakers

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

Cost group
Event Cost
Free webinar
Schedule
12:00 to 13:30 P.S.T (15:00 E.S.T)
CPD Points
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1.5 hours
Register
Contact
Roxann M. Mehle
-
[email protected]
Add to Calendar 2021-06-23 00:00:00 2021-06-23 00:00:00 Legislative and administrative proposal affecting the private client. 23 June 2021 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. Speakers Mary Duffy, Managing Director, Andersen  Laura Zwicker, Partner, Greenberg Glusker  STEP Los Angeles STEP Los Angeles Europe/London public