Tax Law Changes – Financial and Estate Planning Strategies for 2022
Join us from the comfort of your couch!
Jan 20, 2022 at 10AM AZ
Presenters: West Hunsaker from Morris Hall and guest presenters Tim Kerrigan and Steve Leach from Clark Street Financial
Material changes to federal tax laws were a major topic in the last Presidential election and a constant discussion point for Congress and the White House in 2021. Although there were 2021 changes to the tax code, the major revisions most material to financial and estate planning did not occur – yet. We will outline the tax plans that remain on the docket, consider the likelihood of 2022 changes, and discuss financial and estate planning strategies that allow you to affirmatively respond to this uncertain landscape. Learn how to take some measure of control regarding potential tax code changes instead of allowing the government to dictate the outcome.
- Increased Estate Tax Rates and Decreased Estate Tax Exemptions
- Increased Capital Gains Rates
- Preemptive Estate Planning and Gifting Strategies
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West Hunsaker – Attorney, Morris Hall
Prior to joining Morris Hall, West worked for over 12 years as a Vice President for JPMorgan Chase & Company in New York City. During this time he managed an $8 billion portfolio and served as a representative on an industry-wide team focused on legislative issues affecting banking costumers. In 2005, West joined Morris Hall with the desire to assist families and individuals to protect themselves and their loved ones. Since that time, he has helped Morris Hall grow throughout AZ and into NM.
Steven Leach – Wealth Counselor at Clark Street Financial
As a lawyer, business advisor and community leader, Steven saw firsthand the many ways people and businesses inadvertently put their accumulated wealth at risk by failing to define their financial vision and developing strategies required to achieve and protect that vision.Steven works with clients to employ and preserve wealth to achieve the future they envision for themselves, their families, and their businesses. At Clark Street Financial, Steve focuses on strategies to mitigate risks, plan for tax-advantaged growth, preservation and transfer of wealth, and develop and implement strategies for executive compensation and retention, and business succession plans.
Tim Kerrigan – Owner & Principal at Clark Street Financial
Tim Kerrigan leads a planning team that offers over 70 years of experience in helping clients achieve their estate and retirement planning goals.