Bracing for Biden II: The Game Begins

Joe Biden took office promising higher taxes on many US taxpayers and the Biden Administration now seems clearly intent on keeping that promise. Indeed, the tax news – normally the dullest of dull topics – is suddenly the hot headline-grabbing story on many media channels, and the informational bombardment is so pervasive that it seems like new tax proposals are being announced almost as frequently as a new cryptocurrency or a change in the Kardashian wardrobe.     One thing is certain:  Something BIG will happen with taxes…or not.

Confused?  In this vortex of media noise and political posturing, you probably want someone you can trust to explain what all this means – someone who can separate the wheat from the chaff, the fake news from the real news, the probable from the fantastical, and – above all – someone who can give you solid, practical advice on the things you can still do today that will help minimize the future tax bite from your paycheck and your investment account.

Please join our next Tax Briefing on Wednesday, June 9, 2021 4-6 PM EST, and learn the latest dance steps to help you waltz through the Biden years.  

The program is hosted by Attorney Jay Darby (josephdarbylaw.com), who has a recognized ability to anticipate new tax planning opportunities whenever they arise, and to present the information clear, informative and generally hilarious manner.  

An outstanding panel of guest speakers will join Jay for this webinar discussion:

Richard Mastrocola, CPA, President and CEO at Tonneson & Co.

Jere Doyle, Esq., Estate Planning Strategist and Senior Vice President at BNY Mellon

Gabrielle Clemens, CDFA, JD, LLM, AEP, Managing Director at RBC Wealth Managemen

Kim Furnald, CLU, Estate Planning and Private Business Solutions

Simona Altshuler, Esq., Adjunct faculty member at Boston University School of Law in the Graduate Tax Program

While others are dithering, you can be doing – so come join our panel and peruse the full a la carte menu of 2021 tax-planning opportunities. The FIRST step you can take is to register for this webinar. 

PROGRAM SCHEDULE

4:00 p.m. – 5:45 p.m.  Seminar

5:45 p.m. – 6:00 p.m.  Q&A

CPE Credits Available