Day 3—Thursday, April 29th: 11:00 am and 2:00 pm EDT The Biden administration has proposed tax increases on the wealthiest Americans, including changes impacting estate tax and capital gains tax, and is looking at reducing estate tax exemptions and repealing tax cuts—all of which will require you to revisit the tax and estate plans of your clients. Join us tomorrow for Day #3 as we reveal best approaches for dealing with the IRS’ Wealth Squad—and suggest ways to embrace diversity and inclusion in your office and in your estate planning documents. And don’t forget to check out this week’s full event calendar. 11:00 am – 12:00 pm: How to Deal With the IRS' Wealth Squad In June 2020, top IRS officials announced a renewed examination focus on the business, charitable and personal enterprises of HNW taxpayers. During this session our team of experts will review what to typically expect in these audits and discuss ideas for how to advise clients in preparation for a Wealth Squad examination that involves the complex financial lives of sophisticated modern taxpayers. And outline best practices that may provide benefits regardless of whether an audit is initiated. |