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Fall 2021 Tax Forum

Tuesday, Sep 28, 2021
9:00 AM - 10:00 AM EDT

Williams Mullen held its Fall Tax Forum on September 28, 2021 and provided updates on the proposed tax legislation and planning opportunities. In particular, Farhad Aghdami covered preservation of the estate and gift tax exemption, grantor trusts, increase in 2032A value and new valuation rules. Conrad Garcia and Adam Farnsworth provided an overview of the potential impact of the federal tax legislation, including proposed changes to tax rates (increase in capital gain rates, corporate tax rate, individual income, carried interest reform, expanding the NIIT and QSBS exclusions). They went on to talk through the use of accelerated gain in planning via several hypotheticals.


Please join us for the Fall Tax Forum virtually on Tuesday, September 28. Register to join Farhad Aghdami, Conrad Garcia and Adam Farnsworth for recent updates in tax and wealth planning including a discussion on the use of accelerated gain to trigger tax by year-end and favorable strategies for wealth planning, including potential changes in tax laws.

Continuing Education Credit
This program will be submitted for 1.0 hour of CFP and CPE credit.


Stephanie Simpson | Senior Event Planner |

This webinar is for information purposes only and does not constitute legal advice nor automatically form an attorney-client relationship with participants.