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The tax strategies shared in these timely sessions are even MORE relevant now...
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Become Tax Efficient
By 2022, tax increases will cause many to lose as much as 15% of their wealth.
Join us and learn how to protect your future...
Topic Highlights
CPAs, cryptocurrency experts, former IRS agents, real estate investment strategists, tax attorneys and others will share their proven tax planning strategies.
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Garrett Watson Senior Policy Analyst, The Tax Foundation
Welcome to The Tax Plan Summit - Understanding Biden’s and Democrats’ Tax Plans: Individual & Pass-through Business Taxes
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Michael Gregory Michael Gregory Consulting, LLC, Michael Gregory Consulting, LLC
How does the 2022 IRS Tax Plan impact your business' valuation?
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Carlotta Thompson Tax Strategist & Financial Coach, Carlotta Thompson & Associates
How to Pay Zero Tax Without Going to Jail
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What does The Tax Plan mean for commercial real estate?
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Pat Larsen CEO, ZenLedger
Crypto- Investing and Tax Planning
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Margo McDonnell President and CEO, 1031 CORP.
1031 Exchanges and the Impact of Proposed Changes on Business Owners
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Robert Allen Managing Partner, Acme Advisors & Brokers
How To Determine Your "Freedom Point": Knowing When to Sell A Business
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Shauna A. Wekherlien, CPA CPA, MTax, CTC, CTS, "Tax Goddess", Tax Goddess Business Services
10 Ways to Save $10K
About the Tax Planning Summit
The Tax Plan Summit is here to help Business Owners and Professional Service Companies better prepare for upcoming 2022 tax code changes.
Check out the TOPICs
Industry Experts
Become Tax Efficient. Learn actionable insights from tax planning experts.
Proposed Tax Plan Insights...
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Tom Wheelwright, Wealthability
Businesses Lose Big
President Biden’s capital gains tax proposal which, if passed, would make America’s rate nearly the highest in the world.
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Sheryl Rowling, Morningstar
What If the Capital Gains Tax Is Retro?
So, what can advisors do? One option is to put your head in the sand, hoping the proposals don't pass. Clearly, there's a chance of that. But what if they pass?
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Robert Wood, Wood LLP
43.4% Capital Gains Tax?
The 23.8% rate may go to 43.4% for some. That rate hike amounts to a staggering 82% increase in the old rate.
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Michael Cohn, AccountingToday.com
Capital gains tax increase proposals make tax planning tougher.
Proposed changes in capital gains taxes are worrying investors and their tax advisors, especially the possibility of making them retroactive.
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Amy Livingston, MoneyCrashers
The Impact Remains Uncertain
Janet Yellen announced on July 1 that a group of 130 nations had agreed to a global minimum tax on corporate income. The administration is pushing for 15%.