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Event Details
When:
July 15, 2021 9 AM - 10 AM EDT
Where:
Location Name
Virtual - ACG New Jersey
Overview
Body
VIRTUAL Member Forum Meeting
Tax Planning for an Uncertain Landscape
- While the
substance and timing of tax legislation is uncertain, the proposals being
considered would alter the tax planning landscape for wealthy individuals and
families.
- What tax loopholes may remain and how can they be utilized?
- Considering the impact of retroactive tax legislation.
- Should investors and business owners realize gains and accelerate income in 2021?
- What does the future of the estate tax look like?
Hosted by ACG NJ Member:
Clare McCoy, CFP ®
Senior Client
Strategist
BNY Mellon Wealth Management
Madison, New
Jersey
Presented by:
Andrew Seiken
Senior Wealth
Strategist
BNY Mellon Wealth Management
New York, New York
Hosted by: ACG
Chapter
New Jersey
