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Spring Tax Forum 2021

Tuesday, Jun 08, 2021
11:00 AM - 12:00 PM EDT

Please join us for the Spring Tax Forum to be held virtually on Tuesday, June 8, 2021. Register to join Jenny Connors, Philip Delano, Marie Yascko-Rosado and Kevin Bender for an informative discussion on the latest updates in tax and wealth planning, including:

  • Proposed changes in corporate tax laws including changes in tax rates
  • Proposed changes in wealth transfer tax laws including changes in exemptions, rates, and the elimination of favored planning techniques
  • Private letter ruling changes
  • Tax-exempt updates, including UBIT silo rules

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.