STEP LA - Legislative and Administrative Proposal Affecting the Private Client
Join Private Client Services Chair, Laura Zwicker, as she presents "Legislative and Administrative Proposal Affecting the Private Client" on June 23, 2021.
Laura will be covering revenue raising proposals outlined in The Treasury Department's "Green Book" that was released on May 28th. Many of those proposals are in the form of tax increases, specifically aimed at high net worth individuals – both in the form of income tax increases and significant revisions to the estate and gift tax regime. The panel will discuss in detail the Administration’s proposals, specifically as they relate to high net worth private clients and provide possible planning tools that might be implemented in anticipation of some or all of the proposals making their way into law.