Tax Planning in Uncertain Times
Date: Tuesday, November 30, 2021
Time: 5:30pm - 8:00pm
Location: Willow Oaks Country Club
Speaker: George Forsythe, CPA ; Managing Partner, WellsColeman
Add to My Outlook Calendar
Add to My Google Calendar
To register for this event, you must be a member or be registered as a guest by a member. Register HERE.
"Tax Planning in Uncertain Times"
George Forsythe. CPA
Managing Partner, WellsColeman
With President Biden nearly one-year into his presidency and changes being discussed on many levels, we'll explore solid strategies around financial, estate, and tax planning for 2021 and 2022, when the rules of the road may be changing at any time.
George has over 25 years of experience and serves as the Managing Partner of WellsColeman. George is a seasoned advisor to small and medium-sized businesses and their owners. George's passion is inspiring small and medium-sized business leaders to achieve extraordinary results through strategic coaching. His clients benefit from his expertise in business lifecycle advisory planning, including succession planning, mergers and acquisitions, and the related income tax effects. In his role as Managing Partner additionally, he oversees the firm's information technology needs and consults with clients regarding their systems.
|
|
| |
|
GUESTS and EMERITUS
The guest fee is $85. Guests must be registered in advance by a member. Guests who are in good standing at another region's Estate Planning Council must register, but are not required to be sponsored by a member.
Emeritus members must be registered and the Emeritus fee is $80 unless already paid for the year. Checks should be made payable to The Estate Planning Council of Richmond.
Should your plans or guests change, contact Council Secretary by Wednesday, November 24, 2021. We must send in our confirmed reservations that day.
Sincerely,
John D. Duni, Secretary
The Estate Planning Council of Richmond, Virginia
804-356-6820
|
|
See Upcoming Event Calendar
