Reed Smith partners Kelley Miller and Jim McNair, in partnership with CPAacademy, invite you to join the webinar “How to Navigate Succession Planning after the 99.5 and Step Acts.” This comprehensive webinar will review the key provisions of the 99.5 and STEP Acts as well as discuss other potential impacts on estate and gift tax law being debated by Congress and the Biden Administration.

Speakers: Kelley C. Miller James E. McNair

Event Type: Webinar

Start Date/Time:
1 April 2021
End Date/Time:
1 April 2021

The focus will be on what actions clients should consider today in light of the still-favorable interest rate market but with an eye to the possibility that one or more of the provisions in these new proposals becomes law retroactive to January 1, 2021.

The webinar will cover these and other critical issues:

  • Outline new estate and gift tax legislation recently introduced in the U.S. Senate
  • Identify the scope of proposed estate and gift tax legislation and its potential impact on succession planning
  • List best practices and tips to navigate clients through the remainder of 2021