Deloitte: Private wealth tax planning in an uncertain tax rate environment (June 15, 2021)

Deloitte is hosting a webinar to discuss wealth planning in the current environment. The summary is as follows:

Participants will gain important insights into potential tax code changes and their timing, and they will explore various considerations for responding if the proposals become law.

Host: Wendy Diamond, partner, Deloitte Tax LLP
Presenter: Jim Calzaretta, Eddie Gershman, and Jeff Kummer

1 Overview CPE credit | Tax

The Biden administration has proposed a number of tax policy changes, including increasing top income tax rates and introducing base broadeners that could limit or eliminate various existing taxpayer incentives for both individuals and entities. In this uncertain tax rate environment, what are important considerations for private companies and their owners and executives? We’ll discuss:

• Potential tax policy changes and possible timing
• Income and wealth transfer tax planning considerations for high net worth individuals
• Potential tax impacts and planning considerations for passthrough entities

For more information or to register, click Deloitte: Private wealth tax planning in an uncertain tax rate environment (June 15, 2021).

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.