Legislative Update & Year End 2021 Tax/Estate Planning Considerations
Legislative Update & Year End 2021 Tax/Estate Planning Considerations
Session will focus on potential impacts of the Build Back Better Act on year end income and estate tax planning, with special emphasis on Roth IRA conversions and the economics associated with the decision.
- Legislative update & outlook
- Key takeaways and year end action items
- Mathematics & psychology of Roth IRA conversions under current and future tax climates
Dean J. Martin, Jr., CPA
Dean is a tax partner at Kushner Lagraize, LLC. He started his career in public accounting with Kushner Lagraize in 2006 and was promoted to partner in 2019. He has extensive experience in partnership, corporate, individual, trust, gift, and estate tax matters. He has been a frequent speaker and presenter on various incentives and tax planning opportunities posed by Covid relief legislation, including the Families First Coronavirus Response Act, CARES Act, Consolidated Appropriations Act of 2021, and the American Rescue Plan. Dean’s practice focuses on consulting with clients on special incentives and tax planning opportunities available to help them grow their businesses and preserve their wealth for retirement and future generations.
