Major Topics:
Join Washington Trust Wealth Management and the Rhode Island Foundation in a virtual panel discussion designed especially for professional advisors on options and opportunities in this changing tax environment. This paneled discussion will cover topics including:
- An increase in tax brackets and rates for income and capital gains
- Changes to estate and gift tax exemptions
- Eliminating planning options with grantor trusts
- Restrictions on the use of Roth and traditional IRAs
Featuring:
Gene M. Carlino, Esq., Partner, Pannone Lopes Devereaux & O'Gara LLC
Laura H. Yalanis, CPA, MST, Partner, Director of Tax Services, KLR, LLC
Moderated by:
Kimberly I. McCarthy, Esq., Senior Vice President and Chief Tax and Benefits Officer, and Head of Wealth Management Client Services, Washington Trust Wealth Management
Learning Objectives:
- Understand the potential impacts of legislation on individual and business clients
- Communicate effectively with clients regarding proposed tax provisions
Designed for:
Any tax practitioner advising individual or business clients with regard to proposed tax legislation currently being evaluated in Congress
In order to be awarded the full credit hours, you must be able to respond to participant polling during the Zoom webinar.
Approved for 1.0 CE credit for Attorneys, CPAs and CFPs.
CPE CREDIT INFO:
NASBA Area of Study: Taxes
Additional Information
Prerequisites: None
Who Should Attend: All practicing CPAs
Advanced Preparation: None
Program Level: Overview
Delivery Method: Group Internet Based
For more information regarding administrative policies such as complaints, please contact Michael Eadie at 401-654-4836
