Chapter

Change is Coming: Potential Business Tax & Financial Planning & Strategies to Consider


AGENDA
  *  11:30 am - 12:00 pm     Registration and Networking
  *  12:00 pm - 1:00 pm       Speaker Presentation with Q&A


There’s been a flurry of news coverage, about potential changes coming to various tax laws including corporate, infrastructure, income, estate, and gift laws that could impact tax planning. As a result, business owners, real estate investors, high-wealth families, and their advisors are reevaluating their financial planning strategies. While there is still a level of uncertainty surrounding what will actually be enacted, our tax experts will explore opportunities currently available to you, dissect what challenges exist, and maybe be on the horizon for your financial planning.
 
Topics to discuss include:
  • Build Back Better Act (BBBA)
  • Potential changes to corporate tax and international provisions
  • How to address potential increases to federal income tax
  • What changes are in store for income tax and deductions
  • Potential estate planning impacts
  • Potential changes related to retirement plans
  • Employee Retention Tax Credit
  • Family & Sick Leave Credits

Speakers

Robert Cole

Tax Practice Leader & Managing Director
CBIZ MHM, LLC

Aaron Pond

Managing Director
CBIZ MHM, LLC

Credits

1.00 CPE
Basic

Method

group-live

Field

Taxes, Technical

Prerequisites

none

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