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DTSTART;TZID=America/Chicago:20210616T120000
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UID:6619-1623844800-1623848400@www.experiencesouthwest.com
SUMMARY:Webinar: What You Need to Know About the Proposed Tax Law Changes
DESCRIPTION:You’re Invited! Baird Wealth Strategies Webinar\nWhat You Need to Know About the Proposed Tax Law Changes \nIn light of the proposed tax law changes\, there are short-term and long-term impacts that most investors should consider. Please join Kelsey Clair\, Erik Wikstrom and Arti Batra as they provide an overview of the more impactful policies within the proposed tax law changes\, as well as strategies you may consider implementing now to minimize the impact of these changes. \nAmong the tax and estate planning topics our panel will cover are: \n\nLong-term capital gains tax rate changes\nIncrease in the top ordinary income tax rate\nReduction in the federal estate tax exemption\nPotential increase in federal estate tax rates\nModification or elimination of cost basis adjustments at death\n\n\nWednesday\, June 16\, 2021\nNoon – 1 p.m. (CT) \nRegister Now!\nPassword: BWS123 \nUnable to login at this time? \nSimply let us know and we will happily send you a recording after the webinar is completed. \nDon’t hesitate to contact us with any questions. \nRyan Antkowiak\, CFP®  \nThe Stewart Antkowiak Group \nAbout the Speakers: \n\nKelsey Clair joined Baird in 2020. Kelsey is currently the Tax Strategist for Baird’s Private Wealth Management Group. \nPrior to joining Baird in 2020\, Kelsey was responsible for providing tax compliance and tax planning services to high-net-worth individuals and privately held businesses at Dixon Hughes Goodman\, LLP. \nKelsey graduated from the University of South Carolina with both bachelor and master degrees in Accountancy with a focus in taxation. She is a Certified Public Accountant with the North Carolina State Board of Certified Public Accountant Examiners as well as the Virginia Board of Accountancy. \n\nArti Batra joined Baird in 2020 as a Senior Estate Planner for Baird’s Private Wealth Management. \nPrior to joining Baird\, she spent the last decade assisting clients and their families achieve their estate planning goals. Her practice was largely focused on comprehensive estate planning\, including tax planning for high net worth individuals\, wealth transfer planning\, estate and succession planning for business owners and advising clients on asset protection strategies. She has also been a regular seminar presenter on estate planning topics throughout the metropolitan Detroit area. \nHer approach has always centered around educating clients. Additionally\, she promotes the philosophy that estate planning is best accomplished when a client’s financial advisor and tax professional is involved in the process. \nArti received her J.D. from Wayne State University and graduated from the University of Michigan. She is a member of the Financial and Estate Planning Council of Metro Detroit\, the State Bar of Michigan and the Probate and Estate Planning section of the State Bar. She also holds a Series 65 license. \n  \n\nEric Wikstrom is a Tax Strategist for Baird’s Private Wealth Management Group having joined the firm in 2021. \nPrior to joining Baird\, Eric operated his own tax planning firm\, specializing in alternative retirement plan investments. Throughout his career in tax\, investment and corporate finance capacities\, Eric helped develop and structure sophisticated financial solutions to meet the unique goals of individuals and institutions. \nEric graduated from the University of Washington with a Bachelor of Arts degree in Business Administration and holds a Master of Science in Taxation from Golden Gate University in San Francisco\, CA. He also holds CPA and CFP® designations as well as a Life Insurance and Disability license in the state of Washington.
URL:https://www.experiencesouthwest.com/event/6619/
LOCATION:Virtual
CATEGORIES:Classes
ORGANIZER;CN="Baird%3A Stewart Antkowiak Group":MAILTO:RAntkowiak@rwbaird.com
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