Wisconsin Bank & Trust
Proposed Tax Laws Changes: Understanding, Planning, and Strategies

Learn how your income taxes may be impacted by recent tax changes, as well as financial planning, retirement, and estate planning strategies this year and next.

 

Over this past year, the news has been filled with proposals and speculation as to what the income and transfer tax (estate, gift, and generation-skipping) tax environments will be. View the webinar to learn how your income taxes may be impacted by recent tax changes, as well as financial planning, retirement, and estate planning strategies this year and next.

Our bank experts discussed:

  • What tax laws have changed and what laws are still being contemplated
  • What these changes may mean to tax and estate planning for you and your family
  • Key items to discuss with our Wealth Management Team and your tax professionals

Tracy Swaim

Meet the Presenter:

Scott E. Cripps, JD, LL.M, TEP, Director of Wealth Strategies, SVP

As Director of Wealth Strategies, Scott works with high-net-worth and ultra-high-net-worth clients on sophisticated income tax and transfer tax (estate gift, and generation-skipping) education and planning strategies. Scott has over 25 years as a private practice tax and estate planning attorney, wealth and estate planning strategist, and leading trust companies’ wealth management teams. Scott recently joined our firm and is excited to share his knowledge and insights with our valued clients.

Contact us to have one of our Wealth Advisors help you build a financial strategy.

 

This webinar was recorded on December 2, 2021December 3, 2021.