United States

Tax policy impacts on wealthy individuals


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The House Ways and Means Committee recently proposed various income and transfer tax increases on wealthy and high-income individuals, estates and trusts. These increases are part of the plan to generate the revenue needed to support reconciliation bill spending. If enacted, the proposals will have a significant impact on wealthy individuals’ financial and estate planning. What should you be considering now?

Watch the 60-minute recorded webcast where we discussed the following:  

  • The current tax policy environment and how the proposed changes may affect wealthy individuals
  • Factors to consider in evaluating your current estate plan
  • What to consider from an income tax perspective

Our presenters

Anne Bushman


Anne advises companies on various executive compensation, employee stock ownership and employee benefits matters affecting closely-held businesses. Reach her at anne.bushman@rsmus.com.

Areas of focus: Washington National TaxCompensation & BenefitsTax Reform

Fred Gordon

Senior Director

Andy Swanson


Carol Warley


Tandilyn Cain


Event details

Who should attend
Wealthy and high- income individuals, CEOs, entrepreneurs and business owners, private equity fund managers/owners, family office executives

More information
Email us or call +1 800 274 3978