Potential Tax Changes Under Biden Administration

Join us for a panel discussion on the opportunities in the current environment and the expectations for new rules and rates.

Panelists:

• Mark Leyden, CLU and founder, Mark Leyden & Associates
• John Olivieri, JD and partner, Barnes & Thornburg
• Ben Lyon, CPA and partner, Katz, Sapper & Miller
• Chad Halstead, JD and partner, Katz, Sapper & Miller

Mark will discuss how to properly utilize insurance to reduce income tax bracket in retirement and provide liquidity to protect illiquid asset from estate taxes.

John will review tax and estate tax planning techniques designed to guard against adverse changes in the estate and gift tax.

Chad and Ben will share potential planning ideas related to major Biden administration proposals impacting personal and corporate taxes.