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Tax Reform Bill – How Will It Impact You?

TAX REFORM BILL – HOW WILL IT IMPACT YOU?

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 15, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

This session will cover the tax changes that are expected to be implemented, including a discussion of recent proposals and retroactivity. Join us to learn what steps you can take now to set your business up for success in 2021 and beyond.

Learning Objectives:


  • Identify tax reform legislation

  • Evaluate practical steps individuals and businesses can take in response to tax reform

  • Summarize proposed changes to the estate and gift tax laws and the impact to estate planning for high-net-worth individuals

  • Recognize the changes to and application of the international tax revenue raisers (GILTI, FDII, BEAT, foreign tax credits, and interest deductions)

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Daniel Mayo, JD, LLM

WithumSmith+Brown, PC
Partner and Lead, National Tax Services
[email protected]
(973) 532-8847

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Daniel has more than 20 years of professional tax experience and experience in federal, international, and financial products taxation. He is a member of Withum’s National Tax Services Group and oversees the U.S. Federal income tax research, planning, and review functions. He is experienced in mergers and acquisitions, capital markets, and cross-border transactions.

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Jeremias Ramos is a tax manager in Withum's National Tax Group. Jeremias is also the Editor-in-Chief of The Daily CPA, a blog focusing on tax, accounting and finance topics for young professionals. He enjoys helping his peers in the millennial CPA world break down complex tax tasks into step-by-step processes. Follow him on LinkedIn or at TheDailyCPA.com.

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Kimberlee is a CPA/MBA focused on Tax Consulting and Compliance, with a specialization in International Corporate Planning/Structuring, Expatriate Tax Services, and Executive Compensation (including Equity Compensation and NonQualified Deferred Compensation). She is recognized as an International Tax Practice Leader for WithumSmith+Brown and also the creator of WithumSmith+Brown's Leadership Initiative.

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Hal Terr

WithumSmith+Brown, PC
Estate and Tax Trust Partner
[email protected]
(732) 828-1614

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An Estate and Trust Tax Partner in WithumSmith+Brown's Princeton, NJ office, Hal is a certified public accountant and certified planner with over 20 years of experience in providing income tax, financial and advanced estate planning advice to corporate executives, closely-held business owners, and affluent individuals

He received a bachelor’s in accountancy from SUNY at Binghamton, NY, and has earned the professional designations of Personal Financial Specialist from the American Institute of Certified Public Accountants (AICPA) and Certified Financial Planner from the Certified Financial Planner Board of Standards.

Prior to joining WS+B, Hal was the Regional Managing Director of Wachovia Bank’s Financial Planning Practice serving the Pennsylvania and Delaware regions. In addition, he has more than five years of Big Five tax experience in the corporate tax department of Price Waterhouse LLP and the personal financial counseling services practice of Deloitte & Touche LLP. He is a member of the AICPA, NJSCPA, and NYSSCPA. In addition, Hal is the Treasurer of the Mercer County Estate Planning Council Board and is past Treasurer of Congregation Kol Emet.

As a leader of WS+B’s Estate and Trust Services Group, Hal focuses on assessing client financial situations and developing targeted plans to meet individual client financial and estate planning goals. He has extensive experience in preserving family wealth from reduction in estate taxes through the use of advanced estate planning techniques.

About Our Presenter

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Withum is a forward-thinking, technology-driven advisory and accounting firm, committed to helping clients be more profitable, efficient and productive in the modern business landscape. With office locations in major cities and financial centers across the country, and as an independent member of HLB, the global advisory and accounting network, Withum serves businesses and individuals on a local-to-global scale. Our professionals provide the expert advice and innovation solutions you need to Be in a Position of StrengthSM in today’s fast-paced, tech-driven world.