Date:
Thursday, October 22
Time:
11:00 a.m. – 11:30 a.m. PT
12:00 p.m. – 12:30 p.m. MT
1:00 p.m. – 1:30 p.m. CT
2:00 p.m. – 2:30 p.m. ET
Location:
Presented via Zoom Webinar
Across the country, state lawmakers are exploring new ways to tax personal wealth. California’s Billionaire Tax Act is heading to the November ballot. Minnesota considered an annual wealth tax this session and the idea is expected to come back in 2027. Several other states are weighing similar proposals. While much remains uncertain, the trend is worth paying attention to.
Join Lathrop GPM Private Client Services attorneys Martin Behn and Jim Thomson for a webinar taking a closer look at the growing wave of state wealth tax proposals. Key discussion points will include:
- An overview of what wealth tax proposals look like and how they would work
- The states where similar measures are being considered
- Planning considerations for individuals who want to take proactive steps regardless of the outcome
Whether you are a high-net-worth individual, a business owner, a trustee or an advisor, this webinar is designed to give you a clear picture of where things stand and practical ideas for thinking ahead.
Questions? Contact [email protected].