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Several provisions included in proposed legislative text approved by the House Ways and Means Committee on September 15, 2021, would significantly change the estate planning world if enacted. Guest Justin Miller, J.D., LL.M., TEP, AEP®, CFP®, joins host Damien Martin to break these proposals down and explain what they might mean for you. Here’s what’s covered:

• The benefits of #TaxTwitter @01:47
• Proposed income tax increases @04:28
• Could they actually make a retroactive capital gains rate increase? @09:38
• Proposed estate and gift tax changes @14:13
• What’s scaring the world of estate planners? @16:11
• Navigating and planning for uncertainty @22:58
• Proposed changes to retirement accounts @24:23
• Proper planning takes time and a good team of advisors @28:41
• The importance of a collaborative team @30:02

MORE ABOUT OUR GUESTS

Justin Miller, J.D., LL.M., TEP, AEP®, CFP®, is a partner and National Director of Wealth Planning at Evercore Wealth Management and managing director at Evercore Trust Company, where he works with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent keynote speaker at major conferences, has published numerous articles, and is regularly quoted as an industry leader in the media. Justin received a B.A., with honors, from University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law.

Connect with Justin on LinkedIn
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ADDITIONAL RESOURCES

• BKD resources
  • Archived webinar: Planning for Tax Change: Tax & Investment Considerations for Individuals (June 10, 2021)
  • Article: House Ways & Means Committee Proposes Tax Increases (September 13, 2021)
  • Article: Tax Legislation to Expect This Fall (September 8, 2021)
• Previous Simply Tax episodes
  • Episode 123: Planning for Individual Tax Change with Holly Pantzer and Jeff Layman (May 13, 2020)
  • Episode 126: Tax Legislative Halftime Report with Chris Doolittle, Randy Throener, and Travis Lucas (July 30, 2021)
  • Episode 129: Reconciling Reconciliation & More with Travis Lucas (September 15, 2021)
• Beyond the Numbers video with Justin

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A complete archive of our episodes is available on our website and YouTube playlist.
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