End of Year Considerations for Gift & Estate Tax Planning

On April 28, 2021, President Biden announced the American Families Plan, which includes several proposed tax changes. These proposals have brought about important end-of-year considerations for gift and estate tax planning in 2021 and beyond.

Please join Prairie professionals Melissa Goetz and Fawn Romero as they discuss fundamental gift and estate tax planning strategies, stories and timely topics impacting practitioners performing valuations for tax purposes in the current environment.

For a copy of this presentation, please contact us here


The Team

Meet the Presenters

Melissa GoetzCPA/ABV, ASA

Vice President

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