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Tax policy impacts on high-income individuals

October 12, 2021 @ 1:00 pm - 2:00 pm EDT

Free
RSM CPE Webinars

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

Register

LIVE WEBCAST  |  

The House Ways and Means Committee recently proposed various income and transfer tax increases on wealthy and high-income individuals, estates and trusts. These increases are part of the plan to generate the revenue needed to support reconciliation bill spending. If enacted, the proposals will have a significant impact on wealthy individuals’ financial and estate planning. What should you be considering now?

Join us Tuesday, Oct. 12, for a 60-minute webcast discussing the following:

  • The current tax policy environment and how the proposed changes may affect high-income individuals
  • Factors to consider in evaluating your current estate plan
  • What to consider from an income tax perspective

Our presenters

Anne Bushman

Partner

Anne advises companies on various executive compensation, employee stock ownership and employee benefits matters affecting closely-held businesses. Reach her at anne.bushman@rsmus.com.

Areas of focus: Washington National TaxCompensation & BenefitsTax Reform

Fred Gordon

Senior Director

Andy Swanson

Partner

Carol Warley

Partner

Tandilyn Cain

Manager


Learning objectives
By the end of this webcast, participants will be able to:

  • Discuss the current tax policy environment and how the proposed changes may affect high-income individuals
  • Identify what to consider from an income tax perspective
  • Assess factors to consider in evaluating your current estate plan

CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Taxes | CPE: 1.0 credits per webcast

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