Insights

Tax policy impacts on wealthy individuals

RECORDED WEBCAST  | 

Authored by RSM US LLP


Download webcast slides

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?

Watch the 60-minute recorded webcast where we discussed the following:  

  • The current tax policy environment and how the proposed changes may affect wealthy 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


Tandilyn Cain

Manager

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

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