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Tax policy impacts on high-income individuals

LIVE WEBCAST  | 

Authored by RSM US LLP




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



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

Do you have questions or want to talk?

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This article was written by RSM US LLP and originally appeared on 2021-10-12.
2021 RSM US LLP. All rights reserved.
https://rsmus.com/events/tax-policy-impacts-on-high-income-individuals.html

The information contained herein is general in nature and based on authorities that are subject to change. RSM US LLP guarantees neither the accuracy nor completeness of any information and is not responsible for any errors or omissions, or for results obtained by others as a result of reliance upon such information. RSM US LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect information contained herein. This publication does not, and is not intended to, provide legal, tax or accounting advice, and readers should consult their tax advisors concerning the application of tax laws to their particular situations. This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.

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