Virtual Membership Meeting - Year End Planning and Pending Tax Law Changes
ABOUT THE PROGRAM
This presentation will provide tips and suggestions for how to advise your clients on year-end taxation concerns, charitable giving and other planning issues. Proposed tax law changes and their implications for your clients will be discussed.
ABOUT THE SPEAKER
Rachel L. Votto, CPA, AEP®, is a partner and head of tax services at BDG-CPAs in New Jersey. With offices in New York and South Carolina, she will be head of all operations in 2022. Rachel serves many corporate and partnership clients including closely held businesses to multinational corporations with experience on acquisitions, reorganizations, international, multistate structures and complex tax planning strategies to assist clients in maximizing tax savings. She also provides comprehensive financial planning to executives and high net worth individuals, including trusts and estates.
Rachel is a board member of the National Association of Estate Planners & Councils and a past president of the Estate Planning Council of Bergen County. She is a graduate of Villanova University and also holds a masters degree in taxation. She enjoys being active and spending time with family and friends, and her place at the beach, loving the ocean, as she grew up in Southern California.
