State tax developments for private wealth: What matters now
July 23 @ 11:00 am – 12:00 pm EDT
Free
1 CPE credit
Key takeaways
State tax proposals are impacting the planning landscape for many high-net-worth individuals. This webcast will examine some of the latest developments and planning considerations arising from emerging wealth, millionaire, and surtax proposals. We’ll discuss:
Potential multistate tax implications of legislative trends and proposals in 2026
The status and outlook for the California Billionaire Tax Act, New York’s Pied-à-Terre Tax, Washington state’s Millionaires Tax, and other state wealth tax proposals
Planning considerations related to residency, charitable giving, entity structures, valuation, and liquidity
