[Webinar] Virtual Tax Forum: Tax and Wealth Planning Updates - August 5th, 12:00 pm - 1:00 pm ET

Williams Mullen
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Williams Mullen

August 5th, 2020
12:00 PM - 1:00 PM ET

COVID-19 has not only had serious implications on our daily lives, but it has also significantly impacted businesses and individuals from a tax planning perspective. As the pandemic continues to evolve, it is important to consider what planning opportunities can be implemented to mitigate losses as well as favorable strategies for wealth planning. Register here to join partners Farhad Aghdami and Anna Derewenda for our first virtual tax forum where they will cover recent updates in tax and wealth planning, including:

  • Estate planning considerations for the second half of the year, including planning with lower interest rates, potential changes in tax laws, planning with retirement plan benefits, and a review of select recent developments, including a discussion of the Nelson case involving defined value transfer clauses.
  • Loss planning for individuals and corporations, including use of losses, access to suspended losses, loss limitations, and refunds.

Contact:
Stephanie Simpson | Senior Event Planner | ssimpson@williamsmullen.com

Related People:

Farhad Aghdami

Farhad Aghdami

Telephone: 804.420.6440
Email: aghdami@williamsmullen.com

Anna K. Derewenda

Anna K. Derewenda

Telephone: 804.420.6094
Email: aderewenda@williamsmullen.com

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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