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Biden's First 100 Days: Tax, Wealth & Estate Planning Update
As we look back on the first 100 days of President Biden's administration, there have been many proposed changes to tax rates (both individual and business), estate planning considerations, and more. While the effective date for these changes remains unknown, being prepared is the best approach.

Join us on Thursday, May 6th for this FREE webinar where experts from DBL Law, Johnson Investment Counsel, and VonLehman CPA & Advisory Firm will discuss President Biden's tax plan overview and answer your questions during this live event. We encourage everyone to submit questions ahead of time for our panelists to answer.

Eligible for one hour of Continuing Professional Education (CPE).

Panel:
• Adam Davey, CPA, CVA, CFE, Shareholder/Incoming Managing Partner, VonLehman CPA & Advisory Firm (Moderator)
• Colleen Fausz, Esq., CPA, Associate Attorney, DBL Law
• Jarrett Levitsky, CFP®, Senior Managing Director of Wealth Management Services, Johnson Investment Counsel
• Lisa Riccardi, CPA, MBA, CTFA, Shareholder/Tax Expert, VonLehman CPA & Advisory Firm

May 6, 2021 04:00 PM in Eastern Time (US and Canada)

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Speakers

Colleen Fausz, Esq., CPA
Associate Attorney @DBL Law
Colleen Fausz is an attorney and CPA in DBL Law’s Business & Transactional, Estate & Succession Planning, and Banking practice groups. She represents companies in acquisitions and divestitures, as well as consulting on a variety of business and employment tax issues. Colleen holds a Juris Doctor, magna cum laude, from Chase College of Law at Northern Kentucky University, and a Bachelor of Arts degree, summa cum laude, from Thomas More University.
Jarett Levitsky, CFP®
Senior Managing Director of Wealth Management Services, Principal @Johnson Investment Counsel
Jarett has been part of the Johnson Investment Counsel family since 2000. He is currently a Senior Managing Director of Johnson Wealth Management and is also a shareholder of the firm. He holds the Certified Financial Planner (CFP®) and Qualified 401(k) Administrator (QKA) designations as well as Qualified Kingdom Advisor certification.
Lisa Riccardi, CPA, MBA, CTFA
Shareholder/Tax Expert @VonLehman CPA & Advisory Firm
Lisa Riccardi specializes in income tax compliance and planning for high net worth individuals, trusts, closely-held businesses and retirees. She has experience in developing financial plans, including retirement, estate, trust, and educational planning. She also has experience working with company executives, stock options, and deferred compensation plans.