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EST2204 - Legislation and Regulation Updates

‐ Jun 6, 2022 1:45pm

The failure to pass significant partisan legislation 2021 surprised us all. However, the Democrats remain likely to capture the moment. They last controlled the House, Senate and the Presidency in 2009-2010 and 1993-1995 before that. This session will focus on the latest proposed changes (or legislation) and planning ideas.

Learning Objectives:

  • Analyze proposed or actual changes to the tax code as it relates to wealthy individuals.
  • Apply planning strategies to help clients navigate these changes.


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