To help you better understand the impacts of these potential law changes, Atlantic Union Bank Wealth Management invites you to watch “How Potential Tax Law Changes Could Affect Your Wealth, Business and Estate.”
In this webinar, expert panelists provide an overview of:
- The major proposals being actively discussed by Congress that could most notably impact your assets,
- Retirement plan changes that could impact how taxpayers save for retirement, and
- Tactical moves for investors, business owners and individuals to consider as the year wraps.
The webinar is presented and hosted by:Panelist: Charles D. (Skip) Fox, IV, Estate Planning Attorney and Law Professor
Skip is a former chair of McGuireWoods' Tax & Employee Benefits Department and of the Private Wealth Services Group. He is an influential voice in shaping U.S. estate tax policy and legislation, having worked for more than 25 years with groups interested in reforming the federal tax system. He has served as president of The American College of Trust and Estate Counsel (ACTEC), the nation’s premier association of trust and estate lawyers and is an adjunct professor at the University of Virginia School of Law.
Panelist: Sandi Thorman, CPA
Sandi is the leader of GreerWalker LLP’s Estate, Gift and Trust Practice, the Business and Professional Services, and Financial Services Practice. She has more than 20 years of tax and business advisory experience with a strong focus on the professional and financial services industry. Sandi assists closely-held companies and their owners with tax planning and compliance needs. She has significant expertise in entity selection, entity structure, ownership changes, mergers and acquisitions, succession planning, and estate planning. Prior to joining GreerWalker LLP in 2000, Sandi worked at KPMG in Cincinnati, Ohio.
D. Grey Merryman, CFA®
Senior Vice President, Wealth Relationship Director and Head of Wealth Planning; Wealth Consulting Group
Grey brings over 30 years of experience in financial services to Atlantic Union Bank Wealth Management. As a Wealth Relationship Director, he develops customized strategies for his clients that include investment, estate, and retirement plans, as well as business exit strategies for business owners.
Phone: (704) 208-3460
Atlantic Union Bank Wealth Management advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional. All expressions of opinion reflect the judgment of Atlantic Union Bank Wealth Management and are subject to change at any time.
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, private banking, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.