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DTSTART:20211115T233000Z
DTEND:20211116T020000Z
LOCATION:Andrea's Restaurant-3100 19th St, Metairie, LA 70002
UID:2184620211115T233000ZLegislative Update & Year End 2021 Tax/Estate Planning Considerations
DTSTAMP:20260414T235640Z
DESCRIPTION:\n \n \nLegislative Update & Year End 2021 Tax/Estate Planning Considerations\n \nSession will focus on potential impacts of the Build Back Better Act on year end income and estate tax planning, with special emphasis on Roth IRA conversions and the economics associated with the decision. \n Legislative update & outlook Key takeaways and year end action items Mathematics & psychology of Roth IRA conversions under current and future tax climates \n \n \nDean J. Martin, Jr., CPA\n \nDean is a tax partner at Kushner Lagraize, LLC.  He started his career in public accounting with Kushner Lagraize in 2006 and was promoted to partner in 2019. He has extensive experience in partnership, corporate, individual, trust, gift, and estate tax matters. He has been a frequent speaker and presenter on various incentives and tax planning opportunities posed by Covid relief legislation, including the Families First Coronavirus Response Act, CARES Act, Consolidated Appropriations Act of 2021, and the American Rescue Plan.  Dean’s practice focuses on consulting with clients on special incentives and tax planning opportunities available to help them grow their businesses and preserve their wealth for retirement and future generations. \n
SUMMARY:Legislative Update & Year End 2021 Tax/Estate Planning Considerations - New Orleans Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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