Event Details

November 5, 2020 | 2:00 pm - 3:00 pm

Join FBC for a post-election expert panel, moderated by Steve Fleming, as they assess the potential economic outcomes of the presidential and congressional elections.

With less than two months until year-end, what can family enterprises still do to affect business and personal year-end tax and wealth planning?

Stephen Fleming, FBC Board President

Expert Panel

Francine B. Vorhees, Partner, Head of Tax & Estate Planning Team
Marc A. Doss, CFA®, CFP® Regional Chief Investment Officer
Christopher K. Pegg Senior Vice President, Senior Director of Planning
Moss Adams, LLP logo

With an eye on what steps can be taken in 2020, key topics of discussion include:

  • Will lifetime gift exemptions change?
  • Will capital gains taxes increase?
  • What will be the impact be of new Fed policies, stimulus spending, increased deficits, and tax policies?

 

Elections have Consequences.  What do they mean for you?


WHEN: Thursday, November 5  |  2:00 – 3:00 pm

WHERE: Online Event through Zoom

(Login information will be available after you register.)