Tax Changes – What Is On the Table?

What Can I Do About It?

ROCKY MOUNTAIN VIRTUAL CHAPTER EVENT

Tax Changes – What Is on the Table?
What Can I Do About It?


Now that the Biden Administration has been in office for several months, we take a look at a multitude of proposed tax changes and the impacts they may have on business owners.

 

Learning Objectives:

  • Understand any and all proposed tax legislation
  • Analyze impacts on business owners
  • Discuss possible actions owners can take to mitigate tax impact
    • We will discuss one specific strategy, Private Placement Life Insurance

 

Meet the Presenters:

Learn from industry experts John M. Nuckolls, JD, LLM, Technical Tax Leader at BDO Private Client Services, Ben Rainey, Partner at WealthPoint, LLC, and Aidan Elliott, CFP®, CLU®, ChFC®, Client Advisor at WealthPoint, LLC.

 

Meet the Presenters

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Rocky Mountain Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIRockyMountain.org.

About the Presenters


John M. Nuckolls, JD, LLM

John M. Nuckolls, JD, LLM

Technical Tax Leader at BDO Private Client Services

VIEW BIO

Ben Rainey

Ben Rainey

Partner at WealthPoint, LLC

VIEW BIO

Aidan Elliott, CFP®, CLU®, ChFC®

Aidan Elliott, CFP®, CLU®, ChFC®

Client Advisor at WealthPoint, LLC

VIEW BIO