Advanced Tax and Estate Planning Strategies

Presented on:
November 16, 2021 9:00 AM PT
1 hour

With a new presidential administration—and a shift in Congressional power—comes new and potential changes to individual income, gift, and estate tax laws on the horizon.

Earlier this year President Biden introduced several proposed changes in his “American Families Plan.” Additionally, House Democrats unveiled its proposed tax plan to fund the $3.5 trillion “Build Back Better” reconciliation spending program. Components in each plan have the potential to significantly impact family wealth planning by the end of 2021 or sooner.

Join Finch, Thornton & Baird and our own Bruce Knowlton as they examine the potentially significant impacts of these proposed tax changes on business owners and high net worth individuals. We’ll also highlight some of the practical—and advanced—tax and estate planning techniques you can employ to preserve family wealth in light of this changing tax environment.

Click here to view a copy of the PowerPoint slides.

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Steven L. Hwang, Trusts & Estates and Business Planning Attorney, Finch, Thornton & Baird

Steven works with a variety of clients and focuses on estate planning and business planning. His clientele reflects businesses of all sizes and across broad industry segments, as well as individuals and families. Steven’s knowledge and experience in estate planning, trust administration, business planning, and real estate combine to provide beneficial holistic synergy for firm clients.

Bruce Knowlton, CPA, Partner, Moss Adams

Bruce provides tax services to a variety of privately held companies in the manufacturing, distribution, and real estate industries. He specializes in tax consulting with an emphasis on closely held businesses entities (partnerships, C corporations, S corporations, and LLCs). He also provides income and estate planning for high net worth individuals and business owners.

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