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Year-End Tax and Wealth Planning [Webcast Replay]

December 11, 2020

Frank Graziano
Personal Financial Services Leader, PwC US

Key considerations for private companies, high-net-worth individuals and families

As legislative matters on Capitol Hill remain in flux, it is becoming increasingly imperative for private companies, high-net-worth individuals and families to remain vigilant in their strategic planning. By carefully considering upcoming changes and trends, and modeling out different scenarios for your year-end tax and wealth planning (56% of webcast participants have not modeled their tax profile under the Biden proposals) you can better plan for what’s on the horizon.

In PwC’s latest webcast, Year-End Tax and Wealth Planning Webcast for private companies, high-net-worth individuals and families, our panel of subject matter specialists provide actionable insights on key topics, including:

  1. Tax policy update on the 2020 election results, COVID relief and expiring tax provisions and the legislative outlook for 2020, 2021 and beyond.
  2. Corporate and individual year-end planning considerations regarding new Biden proposals, the CARES Act, state and local tax and more.
  3. Estate, gift and charitable giving update including dynasty trusts, GST exemption, and much more regarding opportunities to take advantage of known tax benefits today.

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