Back to All Events

Post-Election Tax Planning for Investors

  • BluePointe Capital Management, LLC 999 Baker Way, Suite 150 San Mateo, CA 94404 USA (map)
Webinar Banner.png

Did you know that Congress can pass tax legislation in the middle of 2021 and make the changes retroactive to the beginning of the year?

Looking towards a new set of tax policies in 2021, many high net worth investors wonder what changes are likely, unlikely, and most importantly, what planning can be done now to prepare.

Join us on Wednesday, December 2nd at 12:00pm PST for a webinar with Wayne Boos, CPA, managing director of Boos & Associates. Wayne brings 30 years of public accounting experience to the conversation and specializes in planning for publicly held corporations, closely held business owners and high net worth individuals.

During this webinar, we'll review the following questions:

*How could capital gains tax rates be impacted?
*How could the estate tax exemption be impacted?
*How could income tax rates be impacted?
*What planning items should be top of mind for high net worth investors heading forward?

This webinar will consist of a presentation followed by a live Q&A, during which attendees will be able to ask panelists their questions. We encourage participants to submit their questions in advance to info@bluepointecapital.com. Webinar details will be sent to those whom confirm their registration.

Earlier Event: November 19
SPACs - The New Way to Go Public?
Later Event: January 20
2021 Guide to the Markets