Wednesday, April 14, 2021

Biden’s First 100 Days: Tax, Wealth & Estate Planning Update

As we look back on the first 100 days of President Biden's administration, there have been many proposed changes to tax rates (both individual and business), estate planning considerations, and more. While the effective date for these changes remains unknown, being prepared is the best approach.

Join us on Thursday, May 6th for this FREE webinar where JIC Senior Managing Director of Wealth Management Services Jarett Levitsky, CFP® joins experts from DBL Law and VonLehman CPA & Advisory Firm to discuss President Biden's tax plan overview and answer your questions during this live event. We encourage everyone to submit questions ahead of time for our panelists to answer.

Eligible for one hour of Continuing Professional Education (CPE).

• Adam Davey, CPA, CVA, CFE, Shareholder/Incoming Managing Partner, VonLehman CPA & Advisory Firm (Moderator)
• Colleen Fausz, Esq., CPA, Associate Attorney, DBL Law
• Jarrett Levitsky, CFP®, Senior Managing Director of Wealth Management Services, Johnson Investment Counsel
• Lisa Riccardi, CPA, MBA, CTFA, Shareholder/Tax Expert, VonLehman CPA & Advisory Firm

This event is free, but you must register to receive the Zoom link.