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Impact of Treasury’s Green Book Proposals on Individuals and Family Offices

June 11, 2021 @ 2:00 pm - 3:00 pm EDT

KPMG CPE Webinar

Participants of the live webinar will be eligible for 1 free CPE credit.


Treasury released its “Green Book” on May 28, 2021, providing detailed explanations of the Biden Administration’s revenue proposals related to the Made in America Tax Plan and the American Families Plan. With Congress gearing up for the potential for major tax and infrastructure legislation later this year, the Green Book comments are likely to be central to such discussions. Please join KPMG LLP (KPMG) for a webcast with professionals from our Washington National Tax office that will unpack the key individual income tax aspects of the Green Book proposals. Topics include a discussion on the following proposals:

  • Increase in top marginal rate and increase in taxation of capital income
  • Realization events for transfers of appreciated property by gift or on death
  • Carried interest taxation as ordinary income
  • Significant limitation on deferral of gain from real property like-kind exchanges
  • Changes to net investment income and self-employment taxes
  • Permanent application of the excess business loss limitation

Please join us for what promises to be an insightful and informative webcast.



Robert Keller

Robert Keller

Partner, Washington National Tax, KPMG LLP

Featured speakers

Sarah I. Staudenraus

Sarah I. Staudenraus

Partner, Passthroughs, Washington National Tax, KPMG US

James Sowell

James Sowell

Principal, Passthroughs, Washington National Tax, KPMG US

Scott Hamm

Scott Hamm

Managing Director, Washington National Tax – Estates, Gifts, and Trusts, KPMG LLP

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