2021 is providing special tax planning challenges for high-net-worth individuals. With multiple proposed law changes aimed at increasing taxes on high-net-worth individuals, what do we advise our clients? What is likely to become law? What can be done before the end of 2021 to take advantage of current law and avoid what may be far less advantageous laws? This session will highlight planning opportunities and pitfalls facing high-net-worth individuals in light of the 2021 challenges.

Speaker:

Steve Siegel, JD, LL.M

President, The Siegel Group 

Premier Continuing Education (CE):

- 1 hour of tax & regulations CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected