POST-ELECTION ESTATE PLANNING AND TAX MITIGATION STRATEGIES WEBINAR

The outcome of the November 2020 election will likely prompt wealthy individuals and families to identify, assess and mitigate potential legal and tax risks when it comes to their personal tax and estate planning. This webinar, presented on November 19, 2000, will assist wealthy clients and their advisors in assessing potential tax law changes and discussed mitigation strategies, including the possibility of retroactive tax legislation to January 1, 2021.

Presented by Melinda Merk, JD, LLM, CFP®, AEP® of McCandlish Lillard, PC and Marnette Myers, CPA, JD of Prager Metis CPAs.

To access the recording of the webinar, click here.

The slide materials can be accessed here.  The Tax Policy Center Report analyzing Biden Tax Proposals can be accessed here.

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