Webinar: Assessing Market Volatility and Proposed Tax Change
Tuesday, March 23, 2021
12:00p - 12:45p CST
As potential changes to the federal tax code and market volatility loom on the horizon, this year has started on an uncertain note for investors and taxpayers. Effective tax planning and portfolio management in 2021 call for safety and a conservative approach as investors focus on wealth preservation.
Tune in on March 23 for a virtual discussion with Justin Mitchell, CPA & Managing Wealth Consultant, and Austin Coyan, CPA, CFE, Senior Tax Manager, to learn more about:
- Proposed changes to the estate tax
- Proposed changes to capital gains and the corporate tax rate
- An update on the market
- How these factors may impact your investment strategy
- Date: March 23, 2021
- Time: 12:00 – 12:45pm CT
- Location: Zoom Webinar
Justin Mitchell, CPA & Partner, serves as the Managing Wealth Consultant of AdamsBrown Wealth Consultants. He specializes in providing wealth management services to both individuals and businesses through holistic tax planning, business consulting, succession planning, and wealth transfer strategies.
Austin Coyan, CPA, CFE leads Adams Brown's estate and trust team and helps a variety of clients with business taxation and planning. In addition, he has helped numerous clients with the inner workings of the PPP loan program as co-leader of the firm's PPP solutions team.