Join us for a lunch presentation moderated by Gene Marks, CPA of the Marks Group with panelists Jill Fowler, Esquire of Heckscher Teillon Terrill & Sager, PC and Mitch Gerstein, CPA of Isdaner & Company, LLC.
At the lunch presentation, they will discuss the results of the election and its anticipated impact on everything from tax reform to broader legislative and tax policy issues affecting businesses and individuals next year and beyond.
During this interactive session, they will cover:
* Legislative changes for the COVID-19 era and how the presidential election will impact our lawmakers
* The current state of business and tax reform and the latest on Paycheck Protection Program
* The tax strategies/incentives every business owner and individual should consider for 2020 and beyond
* The importance of estate planning and the role of charitable giving
* The state of the IRS
* Economic growth outlook for 2021 and beyond
Panelist Bios:
Jill Fowler: Jill’s practice includes estate planning and administration, advising trustees, and charitable planning. Jill is a Fellow in the American College of Trust and Estate Counsel, and a member of the Delaware and Montgomery County Bar Associations, Philadelphia Estate Planning Council, and the Florida Bar Association’s Out of State Practitioners’ Division. She is also a former member of the Board of Directors of the Montgomery Bar Foundation.
Mitch Gerstein: Mitchell is a senior tax advisor at Isdaner & Company, LLC. He joined the firm in 2018. He excels in the area of overall client engagement management with a focus on tax planning consultation and business advisory services. Mitchell’s well-rounded career gives him the key insights that enable him to advise all types of clients a wide variety of high-level tax and business issues including complex business tax planning and structuring.
CPE Available- Contact Jill Lock
For more information or any questions, contact Jill Lock at Isdaner & Company, LLC jlock@isdanerllc.com 484-434-2032
Register for the webinar HERE
