Lisa Roberts-Mamone, Kevin McKinnis Speak on Income Tax Proposals

News / August 30, 2021

Partner Lisa Roberts-Mamone and Associate Kevin McKinnis will be speakers on Sept. 14, 2021, at a luncheon seminar presented by The Estate Planning Council of Cleveland. The topic is “Planning Before Fall” and Roberts-Mamone and McKinnis will review some of the proposals that have been made to change the federal income tax rules and, more importantly, the federal transfer tax structure later this year or in 2022 (and/or perhaps beyond) and the profound effect it may have on planning for clients in the very near future.

More information.

Related Services