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2021 Tax Legislation: The State of Play in Washington and Implications for Year-End Planning

When: October 27, 2021 12:00 PM to 1:15 PM
Contact: Matthew Kaliff at mkaliff@jcfcleve.org
Summary: 2021 Tax Legislation: The State of Play in Washington and Implications for Year-End Planning.

Event Details

Description

With sweeping changes to the tax law moving through Congress, what advice can you provide your clients? Edward J. Beckwith, partner, BakerHostetler, Washington, DC; founder, National Professional Advisory Council, Jewish Federations of North America, and Donald P. Kent, principal, Bernstein Private Wealth Management, NY, will have the latest information on the proposed legislation as well as strategies and charitable planning techniques to prepare your clients before end of the year.

The Federation has applied for 1.0 hours of CLE/CE credit from The Supreme Court of Ohio Commission on Continuing Legal Education, the Certified Financial Planner Board of Standards, and the Ohio Department of Insurance. The Jewish Federation of Cleveland is registered with the Accountancy Board of Ohio.

Register Here:
https://jewishcleveland.zoom.us/webinar/register/WN_BSTthv4ESYSZKsBNt3TUXw

Jewish Federation of Cleveland is grateful for the sponsorship of

Cohen & Co
Sequoia Financial Group
Schneider Smeltz Spieth Bell LLP
Glenmede

Address

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