Don’t Get Taxed Out: Navigating the New Rules
Registration and cocktails
5:00pm – 5:15pm
Dinner
5:15pm – 6:00pm
Program
6:00pm – 7:00pm
RESERVATIONS
by Friday, November 13th
You will be sent a return email confirmation.
About the Program
Reviewing tax law changes reshaped by the One Big Beautiful Bill Act, learning how they impact individuals, businesses and gift and estate tax planning. Income tax is the new estate tax with the permanent increased estate tax exemption, it is important to maximize income tax planning for your client and their beneficiaries.
About the Speaker
Rachel Votto is the Tax Partner-in-Charge at BDG-CPAs. She has been with the firm for over 20 years and is partner-in-charge of all tax services. Rachel provides comprehensive financial planning to executives and high net worth individuals, including estate planning and working with income tax planning with trusts. She also serves many corporate and partnership clients including closely held businesses to multinational corporations with experience on acquisitions, reorganizations, international, multigenerational planning, multistate structures and complex tax planning strategies to assist clients in maximizing tax savings. She is a member and past president of the Estate Planning Council of Bergen County. She is currently a board member of Family Promise of Bergen County and the NAEPC. She has made various presentations on new tax legislation and other tax topics. Rachel graduated from Villanova University and also holds a Master’s Degree in taxation from Pace University.
Thank you to our Meeting Sponsor
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